Scheduling
The schedule module gives you a visual calendar of all job visits and installs.
Calendar view
Open Schedule from the sidebar. You'll see a calendar with all upcoming visits colour-coded by status and assigned staff member.
- Day / Week / Month views — switch between them to see the detail you need
- Staff filter — show visits for specific team members or everyone
- Status colours — at a glance, see what's scheduled, in progress, or completed
Scheduling a visit
You can create a visit from two places:
- From the calendar — tap a date/time slot and fill in the details
- From a job — open a job and tap + Schedule Visit
Each visit has:
- Job — the linked job
- Staff — who's assigned
- Date & time — when it happens
- Duration — estimated time on-site
- Type — quoting visit, installation, follow-up, warranty check
- Checklist — optional checklist template to follow
Completing a visit
When a visit is done, mark it as complete. Add notes, photos, and checklist results. This gets logged in the job's activity feed.
Tips
- Schedule quote visits the same day the enquiry comes in — speed wins jobs
- Use checklist templates for installation visits so your techs don't miss steps
- Check the week view each Monday to plan your team's workload