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Route Planning Booking Checklist
Use this checklist before choosing an appointment booking system for mobile or home visit work.
Before a slot is accepted
- Can the form collect a full visit address?
- Can service type change duration, price, preparation, or approval?
- Can awkward requests be reviewed before confirmation?
- Can travel buffers vary by service or area?
- Can you group bookings by postcode, route, or area day?
After the booking request
- Does the confirmation repeat address, service, time, and change path?
- Can reminders ask for access, parking, photos, or preparation details?
- Does the appointment record carry notes into the next visit?
- Can payment, invoice, or follow up admin stay connected to the booking?