Everything you need to manage appointments, dispatch technicians, and keep your schedule organized.
Quick Links
Book an Appointment
Schedule service calls when customers contact you. Set date, time, service type, and assign a technician.
Assign a Technician
Dispatch jobs to your team members. View their schedules, check availability, and balance workload.
Reschedule a Job
Change appointment times when plans change. Handle customer requests, weather delays, and conflicts.
View Your Calendar
See all scheduled jobs at a glance. Daily, weekly, and monthly views with color coding by status.
Common Scenarios
Scenario 1: Customer calls requesting service → Book an Appointment to create the job and schedule the visit.
Scenario 2: Technician calls in sick → Assign a Technician to reassign their jobs to available team members.
Scenario 3: Customer needs to change their appointment → Reschedule a Job to update the date/time without losing job details.
Scenario 4: Planning tomorrow's routes → View Your Calendar to see all scheduled jobs and optimize technician routes.
Related Topics
- Getting Paid - Create invoices after completing scheduled jobs
- Job Details - Log work performed during appointments
- Customer Information - Look up customer details before service calls
Need more help? Visit the Owner Guide or Technician Guide for role-specific workflows.