Overview
Appointments are scheduled work visits for a service. You can create them from the service detail page or from the calendar.Create an appointment from a service
1
Go to the service
Navigate to Customers, click the customer name, click the property address, then click the service name.
2
Click Add Appointment
On the service details page, click the Add Appointment button.
3
Fill in the appointment details
- Select the Date
- Choose the Start time and End time
-
Optionally assign a Crew
4
Save the appointment
Click Save to create the appointment. It will now appear on the service details page and in the calendar.
View appointments
After creating appointments, you can view them:- On the service details page - Shows all appointments for that specific service
- On the calendar - Click Calendar in the sidebar to see all appointments across all customers
View appointment details
Click on any appointment in the calendar or on a service page to see:- Customer name and property address
- Service name
- Scheduled date and time
- Assigned crew (if any)
- Appointment status (Scheduled, Completed, Rescheduled, or Cancelled)
Next steps
- Reschedule appointments if plans change
- Complete appointments when work is done
- View the calendar to see all scheduled work