Skip to main content

​
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

Tap Schedule Appointment

For active jobs that don’t have an appointment yet, a prominent Schedule Appointment button appears near the top of the service details page, below the status badge.Schedule appointment button on service detail
3

Fill in the appointment details

A modal opens with an inline calendar and time fields:
  • Pick the Date from the calendar
  • Choose the Start time and End time
  • Optionally assign a Crew Schedule appointment modal
4

Save the appointment

Click Create Appointment to schedule the visit. The appointment appears in the service’s history and on the calendar. The Schedule Appointment button is hidden once an upcoming appointment exists.Service detail after scheduling

​
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 Schedule in the sidebar to see all appointments across all customers
Calendar overview

​
View appointment details

Click on any appointment in the calendar or on a service page to open the dedicated appointment detail page. Appointment detail page The appointment detail page shows:

​
Page Header

  • Service name and customer first name
  • Appointment status badge (Scheduled, Completed, Rescheduled, Cancelled, or Skipped)
  • A back button to return to the previous page

​
Quick Facts

Key details at a glance — property address, and for appointments due today: the customer’s phone number (tappable to call) and a link to Contact Details.

​
Quick Actions

Contextual buttons change based on the appointment status. For scheduled future appointments, you can send a confirmation SMS or open the Manage Job dropdown to complete, skip, reschedule, or cancel. For appointments due today, you’ll see prominent buttons for getting directions, sending an “on my way” text, and completing the visit. Quick actions for a scheduled appointment See Completing appointments and Rescheduling appointments for details on each workflow.

​
Service Details Section

An expandable section shows service frequency, scheduled date and time, duration, and assigned crew. Completion notes and records appear here for completed appointments.

​
Contact Details

For scheduled appointments, the customer’s name, phone number, and email appear at the bottom for easy reference.

​
Next steps