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.
3
Fill in the appointment details
A modal opens with date and time fields:
- Pick the Date
- Choose the Start Time — the end time is set automatically based on the previous appointment’s duration (defaults to 60 minutes if there’s no prior appointment)
- Optionally assign a Crew — if the service has a prior appointment, the same crew is pre-selected for you. The crew field only appears when you have more than one crew on your team.
4
Save the appointment
Click Schedule 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.
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
View appointment details
Click on any appointment in the calendar or on a service page to open the dedicated appointment detail page.
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 (in your chosen maps app), sending an “on my way” text, and completing the visit.
Assign or change the crew
Scheduled appointments show a crew row directly above the quick action buttons. Tap it to assign a crew (or swap to a different one) without leaving the appointment page.- If the appointment already has a crew, the row shows the crew’s color, truck icon, and name.
- If no crew has been picked yet, the row shows an amber Not assigned to a crew yet warning.
- If your team has no crews at all, the row turns into a shortcut to the Crews page so you can create one first.
Assign one visit or every future visit
Recurring services pre-schedule the whole chain of future visits, so the modal includes an Assign to all future service appointments toggle:- On (default) — the crew is assigned to this visit and every upcoming scheduled visit in the chain, so you only have to pick a crew once.
- Off — the crew is assigned to just this one visit. A note confirms the date, and other future visits keep their current crew.
The crew row appears on every scheduled appointment — whether your team has one crew or many. It’s the fastest way to pick a crew for an overdue or unassigned job from the appointment detail page itself.
Service Details
Shows the base service charge and any additional service items for this appointment, with quantities and prices and a grand total. Tap the → button to open the service items page where you can add extra charges for additional work or materials.Service Plan
Shows the service frequency (one-time, weekly, bi-weekly, or monthly), the next scheduled appointment date, and the invoice type.Contact Details
For scheduled appointments, the customer’s name, phone number, and email appear at the bottom for easy reference.Next steps
- Reschedule appointments if plans change
- Complete appointments when work is done
- View the calendar to see all scheduled work