DISPOSITION TOOL

Log Appointment
Outcomes Fast

Accurate disposition data ensures seamless handoffs and better customer tracking. Quickly log outcomes, add critical notes, and keep your pipeline moving forward.

Takes less than 2 minutes · Secure Entry

Dashboard productivity and task completion illustration

Appointment Details

Please accurately record the outcome of your most recent appointment to maintain up-to-date customer records.

Section 1: Basic Info

Who is the closer assigned to this customer?Closer Name *

Who set appt?

Customer First Name *

Customer Last Name *

Appointment Date *

Appointment Time *

Section 2: Appointment Outcome

What was the outcome of the appointment? *

Section 3:

No-Show Details

Why did the customer no-show?

Was appt rescheduled after no-show or canceled appointment with customer?Was appt rescheduled?

New Appt Date & Time

No-Show Notes

Section 4:

Canceled Details

Why did the customer cancel?

Was reschedule attempted?

Should lead stay in nurture?

Cancellation notes

Section 5: Reschedule Details

Why was the appt rescheduled?

New Appt Date & Time

Reschedule Notes

Section 6: DQ Reason

What caused customer to DQ?

DQ Notes

Section 7: Qualification Check

(Q1/3)

Is customer homeowner

(Q2/3)

Does customer currently have solar?

(Q3/3)

Estimated credit score

Section 8: Showed

Monthly Power Bill

When [was or will be] utility bill uploaded?

Utility bill received?

Power Bill

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

System Size

Was proposal created?

Please provide the url for the proposal linkProposal link (url)

Battery included?

What are the primary objections that are holding the customer back from moving forward?

Select the date of the next follow-up scheduled with the customerNext scheduled follow-up date?

How did you leave it with the customer?

DATA ENTRY GUIDELINES

Best Practices

Follow these simple guidelines to ensure high-quality, actionable data.

Verify Details

Double-check customer information and outcome codes before finalizing the disposition.

Clear Notes

Provide concise, objective summaries of the interaction to ensure accurate historical context.

Submit Promptly

Log outcomes immediately after the interaction concludes to maintain real-time accuracy.

AES-256 Encrypted

SOC2 Compliant

System Admin Contact • Privacy Policy • Terms of Service

Log AppointmentOutcomes Fast