Book client work and connect it to billing and communication.
FIRMA Scheduling helps appointment and field-service teams book client work, coordinate follow-up, and connect time-sensitive work to billing and client communication, so scheduling is part of the operating record, not a separate calendar.
Schedule client work and organize follow-up against the client record.
Completed work can flow toward invoices and client communication without re-keying.
Work the schedule by client, date, or status to manage the day and the week.
Appointments link to the client, proposal, and portal so everyone has context.
Operational reminders keep time-sensitive work from slipping.
The schedule reflects current state on load.
Schedules are scoped per entity, so each company manages its own calendar while operators see the whole picture from one login.
Yes. Time-sensitive client work can flow toward invoices and client communication inside the same record.
Appointment-based and field-service businesses that bill for client time and need follow-up coordinated with finance.
Build proposals that can become contracts, invoices, onboarding tasks, and follow-up work without retyping the client record.
Create, send, track, and connect invoices to payments, contracts, clients, and ledger review.
Give clients one place for invoices, documents, agreement status, messages, and project context.