Feature · Scheduling

One calendar for every visit, technician, and job.

See every scheduled visit across your team in day, week, or month view. Assign a technician, find the next open slot, or let the AI assistant suggest who's free — without leaving the calendar.

Why it helps

What you get from scheduling

Built around visits, not just jobs

A job can have one visit or a whole series — a recurring maintenance contract schedules its next visit automatically, without creating a brand-new job each time.

Find an open slot in seconds

Ask the AI assistant “when can we fit in a 2-hour job this week” and it checks working hours, time off, and existing assignments to suggest real openings.

Reminders that actually go out

Technicians get a reminder ahead of their visit; customers get one too, by email and text, with a configurable lead time — no manual follow-up required.

How it works

Three steps, start to finish

01

Create a job for a customer, then add one or more visits to it.

02

Assign a technician directly, or ask the AI assistant to suggest whoever's free soonest.

03

The calendar, the technician's mobile app, and the customer's reminder all stay in sync automatically.

Straight answer

What this doesn't do

Every limit below was checked against the code. We'd rather you find them here than three weeks after migrating.

  • There's no drag-to-resize on the calendar for changing a visit's duration — you edit the visit.
  • Availability is a warning, not a hard block. Assigning outside someone's working hours flags it rather than refusing, because real field work runs late.
Questions

Common questions

Yes — a job can have any number of visits, each with its own schedule, assigned technician, and checklist. This is how recurring maintenance contracts and multi-day jobs both work.

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