Day and week views
Choose the view that matches how you work. The week view gives you a high-level look at the days ahead so you can balance workload across the team, while the day view zooms in on a single date with hour-by-hour detail for tighter dispatching. Each entry on the calendar shows the customer, time window, and assigned team member at a glance. Select an entry to open its details, jump to the linked job, or reach the customer directly.Scheduling jobs and appointments
You can put work on the calendar two ways: create it directly from the calendar, or schedule a job you’ve already built in the Jobs area.Pick a date and time
Select an open slot on the day or week view, or open an existing job and set its scheduled time.
Attach the customer and details
Link the job to a contact, add the service address, and include any notes your crew needs on site. Pull customer records from your contacts and leads.
Jobs booked through your online booking page and by your 24/7 AI receptionist land on the calendar automatically, so the schedule stays current even outside business hours.
Team calendars
When you assign work, it appears on the responsible team member’s calendar as well as the shared view. This lets dispatchers see the whole operation while each technician focuses on their own stops.- Filter the calendar by team member to review one person’s day.
- See everyone’s bookings side by side to balance the load and avoid double-booking.
- Pair the calendar with the dispatch board to move work between crews when plans change.
Calendar settings and availability
Keep your schedule realistic by setting availability so the calendar and online booking only offer times you can actually serve.Business hours and availability
Business hours and availability
Define the hours your team works so booking slots and reminders line up with reality. Block out time you’re unavailable to keep it from being booked.
Team member schedules
Team member schedules
Set who is available on which days so work is only assigned to people who can take it.
Reminders and notifications
Reminders and notifications
Control the confirmations and reminders sent to customers, and get push alerts on the mobile app when your day changes.
Next steps
Dispatch board
Route and reassign work across your crews in real time.
Online booking
Let customers book themselves into open slots around the clock.
Jobs overview
Create, schedule, and track jobs from start to finish.