New Booking | Jarvix AI

1. Service Area

Jarvix AI checks availability using the tenant location settings.

Required first

ZIP / Postal Code

Enter ZIP code to verify service area.

2. Customer Information

Existing Customer loads profile, saved cards, addresses, open balances, pending payments, and notes.

First Name

Last Name

Phone

Email

3. Address

Apartment and condo logic appears only if selected.

Smart address

Service Address

Is this an apt / condo?

If selected, Jarvix AI asks for unit and gate information.

4. Service Category

Services stay hidden until Residential or Commercial is selected.

Smart services

5. Select Date & Time

Select the service date first. Provider/team assignment will be handled from Dispatch after the booking is saved.

No date selected yet.

6. Booking Adjustments

Percent and flat adjustments auto-apply to the booking summary.

Manager reason required

Adjustment Type

Amount

Adjustment Reason

7. Coupon Code & Gift Card

Enter coupon code or a gift card code generated when the customer purchased the gift card.

Coupon Code

Gift Card Code

Gift card codes are generated from the Gift Card purchase workflow.

8. Key Information & Job Notes

This can be changed later from tenant settings.

Someone will be at home Keep key with provider

Key Note / Door CodeCustomer Note For ProviderSpecial Notes Or Instructions

9. Payment

Credit/debit card entry loads automatically from the tenant default processor: Stripe or Square. Zelle, Venmo, cash, and check create Pending Payments until marked paid.

Payment processor status