Overview
When creating an opportunity, users can mark the move date as TBD. This helps capture potential sales earlier and supports clients who are waiting on factors such as closing dates or lease agreements.
While opportunities can be created with a TBD move date, a confirmed move date is required before booking a job.
Opportunity Creation and Estimates
Users can create an opportunity without selecting a specific move date.
A new option, “TBD,” appears next to the move date picker.
If TBD is selected, the system still requires the Move Date field to be set (for internal tracking).
When sending estimate documents, the Move Date will display “TBD.”
Example: If an estimate is sent to a client before the move date is confirmed, the estimate will show the move date as “TBD.”
Validation for Booking
When converting an opportunity into a booked job, a valid move date is required.
If the move date is still marked as TBD, the system prevents booking until a date is entered and confirmed.
Users will be prompted to confirm or update the move date before completing the booking.
Updating the Move Date
Once your customer confirms their move date, you can edit the opportunity and update the Move Date field at any time.
Reports and Filters
Opportunities marked as TBD will still appear in all applicable reports.
Reporting and filtering tools allow users to include or exclude opportunities with TBD move dates.
Benefits
Enables sales teams to generate quotes earlier in the sales cycle.
Reduces friction for clients who are unsure of their move dates.
Streamlines in-home survey scheduling.
Maintains data accuracy by requiring a confirmed move date before booking.