8. Calendar & Scheduling (Pro)¶
Schedule jobs, manage your calendar, and optimize daily routes.
Note: Calendar features require an active Pro subscription.
8.1 Calendar Overview¶
The calendar helps you manage your schedule, track job appointments, and plan installations.
Access: Go to More > Calendar.
Calendar Views¶
| View | Description |
|---|---|
| Day | Detailed view of a single day's events |
| Week | Weekly overview with time slots |
| Month | Monthly calendar with event indicators |
Tap any date to see its events, or tap an empty time slot to create a new event.
8.2 Creating Events & Jobs¶
New Event¶
- Tap the + button or tap an empty time slot.
- Fill in the event details:
| Field | Description |
|---|---|
| Title | Event name (e.g., "Install - Johnson Kitchen") |
| Date & Time | Start and end time |
| Location | Address for the event |
| Client | Link to a CRM client (optional) |
| Project | Link to a project (optional) |
| Type | Measurement, Template, Installation, Delivery, Other |
| Team Members | Assign team members to the event |
| Notes | Additional details or instructions |
| Color | Color-code by event type |
- Tap Save.
Event Types¶
| Type | Description |
|---|---|
| Measurement | On-site measurement appointment |
| Template | Template creation visit |
| Fabrication | In-shop fabrication block |
| Installation | On-site countertop installation |
| Delivery | Material delivery |
| Consultation | Client meeting or consultation |
8.3 Daily Route Optimization¶
Plan efficient routes for your field appointments:
- Go to Calendar > select a day with multiple field events.
- Tap Optimize Route.
- The app calculates the most efficient order to visit all locations.
- View the optimized route on a map.
- Tap Navigate to open directions in your preferred maps app.
Route Features¶
- Automatic reordering based on distance and time.
- Estimated drive time between stops.
- View all stops on an interactive map.
- Adjust the order manually by dragging events if needed.
8.4 Productivity Dashboard¶
Track your team's scheduling efficiency:
- Jobs completed this week/month
- Total hours scheduled
- Travel time between appointments
- Utilization rate — percentage of available hours that are booked
Access from the Calendar screen or the main Dashboard analytics widgets.