Scheduling·Updated Aug 2026

Booking Appointments

Book the crew onto jobs, with confirmed and tentative bookings

Appointments are booked against a job and assigned to one person or a whole crew.

Creating an appointment

From the Schedule tab, drag across the calendar to block out a time, or click New Appointment on the job. Pick who's going; everyone assigned sees it on their phone instantly.

The schedule calendar on the web
Drag to book on the Schedule calendar

From the job or the Schedule tab, tap New Appointment, pick a time, duration and who's going. Everyone assigned sees it on their phone instantly.

Booking an appointment in the mobile app
New Appointment from the job

Confirmed vs tentative

Mark a booking tentative to pencil in work that isn't locked yet (quotes you expect to win, weather-dependent jobs) without blocking real work. Flip it to confirmed when it's on.

Tentative bookings don't notify the crew

Only confirmed appointments send a notification and count toward someone's day. Tentative ones are just for your planning.