Scheduling & Calendar

The dispatch board is the operations cockpit — drag-drop assignment, status colors at a glance, and today's schedule across every tech. Here's how to actually run a day from it.

The calendar is for planning, not live ops. Here's when each view earns its place — Day for tomorrow's prep, Week for capacity, Month for trends — and how to overlay multiple techs without making it unreadable.

Recurring appointments power maintenance routes, weekly cleanings, and quarterly check-ins. Here's how to set up a series, the all-important difference between editing 'this one' vs. 'all', and when a service agreement i...

Route optimization clusters appointments geographically and orders them to minimize drive time. Here's how the optimizer thinks, when to run it, and what changes after you apply its suggestions.

Confirmations and reminders cut no-shows in half — but only when they're tuned right. Here's the timing, what each message should say, and the reschedule flow that turns 'can't make it' into 'rescheduled' instead of 'no-...

Let customers reserve a dock, bay, court, or room for an hour instead of a night — with eligibility gated by permit, fees priced by size or duration, and self-service booking on the portal.

Publish a booked session — a tour, a class, a guided trip — and sell seats to the public, then hand whoever runs it a printed roster with every name, class, and payment status.