Alpha Date proposals
Let a customer pick their own installation date from the company's free crew capacity
Date proposals
A date proposal ("datumvoorstel") mails the customer a link with the days your crews are actually free. They pick one (optionally just a morning or an afternoon) and the planning block lands on the opportunity straight away.
This replaces the manual round trip: reading the bouwagenda, typing three dates into a mail, waiting for a reply, and copying the answer back into the planning by hand.
Sending a proposal
On the opportunity, in the Planning card, choose Datumvoorstel sturen.
| Field | What it does |
|---|---|
| Naam / e-mailadres | Who receives the link. Prefilled from the lead or customer. |
| Periode | The window the customer may choose from. |
| Teams | Leave empty to draw on every active team: the capacity of the whole company. Pick teams to narrow it. |
| Duur van de klus | How many days the job takes. Half days are allowed (0.5). |
| Klant mag een dagdeel kiezen | Offers "ochtend" and "middag" next to "hele dag". Only available for jobs of one day or less. |
| Ook weekenddagen aanbieden | Off by default; weekends are skipped. |
| Aantal dagen aanbieden | How many options the mail contains. |
| Link verloopt na | After this many days the link stops working. |
The Beschikbare dagen preview underneath updates as you change the window, the teams or the job length, so you see exactly what the customer will be offered before anything is sent.
If nothing is free the proposal refuses to send, rather than mailing an empty list.
What the customer sees
The link opens a page with your logo, the job, and the offered days. Each day shows the parts of it that are still free. A day that has filled up since the mail went out is shown struck through rather than removed, so it does not look as though you forgot it.
They can also answer "geen van deze dagen past" with an optional reason.
What happens when they choose
- Availability is recomputed: the mail may have sat unread while the slot went to someone else. If the day is gone the page says so and asks them to pick another; nothing is booked.
- A planning block is written on the opportunity, on the team with the most room left that day.
- Hele dag carries no times, exactly like a block planned by hand; the crew reads "hele dag".
- Ochtend / middag carry the hours the proposal was sent with (08:00–12:00 / 13:00–17:00).
- An opportunity in ACCEPTED moves to PLANNED. One already further along keeps its status.
- The crew on that team is mailed about the job, the same as any other planning change.
- The opportunity owner gets an in-app notification, and the customer a confirmation mail.
Following up
The Planning card lists every proposal sent for this opportunity with its status. From there you can copy the link again (handy for WhatsApp), resend the mail, or withdraw a proposal, which immediately stops the customer's link from working.
How free days are worked out
Availability comes from the same capacity the bouwagenda uses: each
team's dailyCapacity minus the work already planned on it, counted fractionally so a half-day job
uses half a slot.
Two details worth knowing:
- Weekends are skipped unless you opt in, and a multi-day job that starts on a Friday runs into the following Monday rather than across the weekend.
- Half days are checked against the clock as well as the capacity. Two half-day jobs fit a team with a capacity of one, but not if both are mornings, so a morning already committed to an explicit 08:00–12:00 block is not offered again. A half-day block planned without times says nothing about which half it occupies, so it only counts against capacity.
Today is never offered: a crew that is already out cannot be redirected by someone clicking a link, so the earliest option is tomorrow.