Calendar & scheduling

The calendar is where quotes turn into planned work. See your whole week, move things with a drag, and keep every visit on time.

Month and week views

Open Calendar in the app. The month view shows the big picture; the week view shows your day-by-day plan. Drag an event to a new day or time to reschedule it, done.

Creating an event

1. Click a time slotOr use the new-event button.
2. Pick the typeA job visit, an estimate, a meeting, you can set up your own event types with colors.
3. Attach the customerLink a contact so the address and details ride along.
4. Assign your peopleChoose who's doing the work.

Repeating visits

Lawn care runs on repeat. Set an event to recur, weekly mowing, monthly treatments, and the calendar fills in the whole series. Change one visit or the whole series, your choice.

Online booking

Customers can request time with you as part of a quote, and those requests land on your calendar for approval. You stay in control of your schedule.

Tips

• Batch jobs by neighborhood to cut windshield time. Tags help here.
• Event reminders go out automatically, so fewer customers forget you're coming.