I will explain this the best possible way but I am sure there will be some clarification needed.
I have a construction business that has a repetitive process when booking estimates with prospective clients:
1) Someone calls me and books a time with me for an estimate.
2) I put that prospects name, address & phone # into my calendar in blackberry for an appointment time.
**The app should now take that prospect’s info and create a contact on a web contact manager that i have created.
3) On the appointment day, a reminder pops up in my blackberry to confirm the appointment.
4) I call to confirm and show up to do the estimate.
** 15 minutes after the appointment time, a message appears on my phone saying “Send a card? Yes or No” If I click “yes” then the app goes back into the online contact manager that i created, finds the contact and selects “after estimate” from a drop box on that page and clicks “submit”.
** If I click “no” then the app asks for a reschedule time or a cancellation. If I reschedule, then it just moves the appointment and will repeat the process after the appointment pops up again. If I click “cancel” then the app does nothing more with the appointment.
** So after I “submit” the action to send card, the app will now ask me for a “complete estimate date.” I enter a future date and now the app does 2 things:
1) sets a calendar event for the complete estimate date
2) sets another reminder 2 business days after the complete estimate date for me to call the prospect to follow up on the estimate. On this reminder the app will provide the prospect’s name and phone number in the calendar event so i just have to click the number and my phone calls it.
That’s it!