Skip to main content
A job is the piece of work. A visit is one stop on the calendar. The schedule stays empty until you book a visit yourself.
1

Assign who is going

If it is only you, do not invite a login first. Open the job and click Assign team when someone else is going, or pick yourself. If nobody is free, the visit dialog lists them under Unavailable (booked, time off, or outside working hours). You can still save a visit that is not a fixed time.
2

Add the visit from the job

On the job, open Schedule and click Add visit. Set when it happens. Title and Notes are optional. Notes are the instructions the crew sees. Turn on Notify customer if they should get a message. Click Add.
3

Or use Find a Time

In the left sidebar, open Schedule and click Find a Time. Pick the customer and the service address, set the date window and duration, then click Find time. Choose a slot and click Schedule this time.
If Find a Time says No available slots, read the reason before you only widen the dates. Missing location means the customer has no service address yet. Closed business hours, time off, and a full diary each have their own line. The full search is Find a Time.
The visit is not booked until you save it. Fill times with AI on the visit only suggests a slot. The toast says to save to book them. Dragging from Unscheduled, clicking a person on Dispatch, and the map are in Dispatch and the map. Who can be assigned, and why someone shows Unavailable, is How to assign people.