Scheduling Jobs on the Calendar

Place jobs on the calendar for specific dates and times.

The Schedule page provides a calendar view for placing jobs at specific dates and times. Scheduling is separate from dispatching — scheduling sets when the work will happen, while dispatching assigns who will do it.

Scheduling Visits

For jobs that require multiple trips (for example, a parts-ordered callback), you can schedule additional visits on the same job. Each visit gets its own calendar slot.

Customer confirm or request a new time

When a technician and arrival window are set, the customer’s scheduled email includes a link to confirm that time or request a different one. Confirming marks the calendar appointment confirmed by the customer. A reschedule request notifies the shop; you pick the new slot — customers cannot browse open times themselves. Turn this off under Settings → Customer notifications. Arrival reminders still send a couple of hours before the window.

Back to Dispatch & Scheduling