Schedule visits and assign crews
Book visits on the Schedule, drag to reschedule, assign your team, and see what your crew sees.
Every job is done in one or more visits. A visit has a time, the people assigned to it, notes and a checklist. The Schedule shows every visit on one calendar.
Book a visit
- Open Schedule in the menu.
- New jobs start with an unscheduled visit. It waits in the Unscheduled list on the right.
- Drag it onto the calendar at the day and time you want. Or click it to pick a time.
To add another visit, open the job (Work → Jobs) and click Add visit.
Change a visit
Click any visit to open it. You can set:
- When: the day, start and end time. Clear the day to make it unscheduled again.
- Team: everyone going. You can assign more than one person.
- Checklist and Notes.
Click Save. To move a visit quickly, drag it to a new time; it keeps its length.
Read the calendar
- Switch between Day, Week and Month. Today jumps back to now.
- Each person has a color, shown in the key under the calendar. Unassigned visits are gray.
- Use the Everyone menu to show one person's visits, or only Unassigned ones.
Visit status
- Scheduled: booked and not done yet.
- Completed: someone clicked Mark complete (or finished it in the app). Reopen undoes it.
- Canceled: the job was completed or archived before this visit happened.
When the last visit on a one-off job is completed, the job moves to Needs invoicing.
On the way
When a visit has a time and a customer, open it and choose an arrival time next to Heading there?, then click Send "On my way" to email your customer. Clock in starts your timer on that visit.
What your crew sees
People with the Crew role:
- See their own visits on the app's Today and Schedule tabs.
- Can mark their visits complete, tick the checklist, add notes and photos, and clock in.
- Can't reschedule or reassign visits. They'll see "Ask the office to reschedule or reassign this visit."
- Don't see prices or totals.
See The app for crews and Roles and permissions.