Scheduling
Book it, move it, and tell the customer.
Booking happens on the customer record, next to the stage that needed it. This is where the week gets sorted out afterwards.
A customer can have more than one appointment
The site visit and the installation are two bookings that coexist, each with its own time, its own crew and its own reminders. Booking the second does not overwrite the first.
Reminders belong to the appointment
So the visit being reminded about last week does not make the installation think it has already reminded somebody. Move an appointment and its reminder resets, because a reminder for a time that changed is worse than a second reminder.
Drag between days, or use the picker
Both do the same thing. The picker is not a fallback — it is the touch path and the keyboard path, and the only one of the two that works with a screen reader.
Assign it to somebody
An unassigned job is a job nobody is shown in the field app, so assignment is part of booking rather than a separate screen. Filter the calendar by tech to see one person’s week.
Anyone on the team can schedule
Not just owners and admins. Gating the calendar on a management role means the person driving to the house cannot move their own appointment, and the workaround is texting the customer a time the system does not know about.
The decision behind it
This is a calendar, not a dispatch board
A drop names a day, and the time of day rides along with it. There is no hourly grid and no column per technician, because the businesses this is built for do not run a dispatch desk — they run a week, and the question on a Monday morning is which day something moves to rather than which fifteen-minute slot.
That is a real limit and it will not suit everybody. If you are sequencing eight crews against drive times, buy something that does route optimisation; you will be happier and we would rather say so now.
What this does not do
- No route optimisation and no drive-time estimates.
- No customer self-booking from a public calendar.
- No per-technician hour grid. A move is to a day, not to a slot.
Questions
Does moving a job tell the customer?
It clears the reminder for the old time, so the reminder that goes out is for the new one. The screen says so at the moment you drop it, because dragging something is a careless enough gesture that the consequence should not be a surprise.
What about work that is not on a date yet?
It sits in an unscheduled list rather than disappearing. A job created without a date is a real thing — the customer is waiting on a part, or on a decision — and it needs somewhere to be visible.
Can I track hours against a job?
Yes. Time is recorded by starting and stopping a timer, against a job or against nothing in particular for shop time and driving. Entries can be corrected, and a corrected entry keeps what the timer originally recorded alongside the edit.
The rest of it
Quoting
One measurement, priced three ways.
Contracts and e-signature
Signed from the driveway, and frozen the moment it is.
Follow-up
The quote that went quiet, chased before you remember it.
The field app
For the person standing in the crawlspace.
Recurring work
The visit in six months, remembered without you.
Switching CRMs
Bring five years of customers in from a spreadsheet.
Job costing
What the job actually made, not what you guessed it would.
AI access
Ask it what is owed. Watch what it is allowed to touch.
Or start from your trade
See it against one real job
Fourteen days, no card. Put a job you already know through it and judge it on that.