Schedule a Visit
Category: Scheduling
Add a visit to your calendar for a job.
Prerequisites
Step-by-Step Instructions
- Go to Calendar from the left sidebar
- Click on a time slot, or click + New Visit
- Select a job from the dropdown
- Set the date and time
- Set the duration (end time)
- Assign technicians (optional)
- Click Schedule Visit
Expected Behavior
- Visit appears on calendar
- Visit is linked to the job
- Assigned technicians can see the visit
Common Mistakes
- Double-booking - check calendar for conflicts
- Wrong date selected - verify the date before saving