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Schedule · borrower self-service

Offer the times. Let the borrower choose.

Schedule directly or send a secure, branded link with open inspection windows generated from the appraiser's real availability. The borrower books an offered time or says none work; AppraisalOS updates the order and notifies the appraiser.

Self
Borrower chooses an offered time
Real
Working hours + blocks respected
Live
Order updates when booked
ICS
Export to your calendar
The workflow

How it works, step by step.

  1. 01
    Choose how to schedule

    Book the appointment yourself from the day or week calendar, or open the order and choose 'Let borrower pick a time.'

  2. 02
    AppraisalOS builds safe windows

    Offered times respect working hours, days off, personal schedule blocks, existing inspections, travel buffers, lead time, and daily capacity.

  3. 03
    Send the secure invitation

    Email the borrower a branded link, optionally add a personal note, and choose whether your contact card appears. You can also copy the link for another channel.

  4. 04
    Borrower chooses or replies

    The borrower selects one of the live windows, adds access notes, or tells the appraiser that none of the times work. Taken slots are rechecked before booking.

  5. 05
    The order updates automatically

    A confirmed time writes to the assignment, marks the inspection scheduled, records a client-visible timeline event, and notifies the appraiser and office.

  6. 06
    Take the appointment into the field

    Open the assigned order in the native iPhone or iPad app for status updates, report fields, photos, GPS, room capture, sketch, and voice notes.

What's included

Everything in this feature.

Day / week views

Switch granularity in one click. Pick a new slot from the modal to move or update an appointment.

Availability-aware offers

Working hours, days off, personal blocks, existing inspections, buffers, lead time, and daily capacity govern the windows a borrower can see.

Borrower self-scheduling

Secure public link, branded email, optional appraiser note and contact card, live conflict recheck, and access-note capture.

None of these times

The borrower can send a note back without booking; the appraiser is notified so the office can follow up.

Automatic order update

The confirmed date and time write to the assignment, set inspection status, and appear in the order timeline.

Calendar export + subscription

Download .ics appointments, subscribe to a private AppraisalOS calendar feed, and connect an external iCal calendar so personal events become private busy blocks.

Native iOS handoff

The booked assignment appears in the native field app, with push alerts and the order's field tools connected.

FAQ

Quick answers.

  • Yes. Send a secure offer link from the order. The borrower can book one of the availability-aware windows or tell you none work. The order and inspection status update after a successful booking.

Ready to see it live?

Free for the founding cohort. No credit card. You can be working on a real order in under two minutes.