Scheduling
Book a job from anywhere.
From a project, an estimate, a customer request, the dispatch board, or the calendar itself — drop a job onto the schedule, assign the crew, and notify everyone in one move. Every entry point writes to the same calendar.
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Assign team
Tue Apr 14
Line hide rough-in & pad set
Priya Patel
Angela Brooks
Bob Jenkins
April 2026
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Assign team
Tue Apr 14
Line hide rough-in & pad set
Priya Patel
Angela Brooks
Bob Jenkins
Six entry points
Calendar, dispatch, projects, estimates, requests, +Create
Drag-to-assign
Pull a job onto a tech row — done
Auto-notify
Crew, client, and calendar — one move
Recurring jobs
Weekly, monthly, quarterly cadences
Six ways in
Schedule wherever the job lives.
No matter which screen you're on when the customer says 'can you come Tuesday?' — there's a way to put it on the calendar without leaving.
+ Create button
everywhereFrom the global header — pick a client, time, and crew. Done in three taps.
Calendar
month / week / dayClick any empty day or hour. The new-event sheet opens with the slot pre-filled.
Dispatch board
drag-to-assignDrag an unscheduled job onto a tech's row. Assignment + time happen in one motion.
Inside a project
linked to jobOpen any project → add an event. It links to the job, line items, and crew automatically.
From an estimate
one clickApproved estimate? Convert directly into a scheduled job — no retyping the address or scope.
From a request
from intakeNew customer request lands in the inbox — accept it and the booking sheet opens with their info.
The dispatch board
Drag a job. Assign a tech.
Unscheduled jobs sit on the left. Tech rows on the right. Pull one across — assignment, time block, and notification fire in one motion.
Unscheduled
4 jobs
Brickell · A/C diagnostic
Coral Springs · pad set
Boca · estimate visit
Delray · maintenance
Today · Sat May 9
Sophia Nguyen
On site
Mike Jones
En route
Priya Patel
Available
The event sheet
One sheet. Everything the crew needs.
Every scheduled event carries the project, the line items, the address, and the team — so the tech rolls up knowing exactly what they're walking into.
Edit event
PROJ-0002 · Boca Raton
Title
Date
Type
Start
End
Location
Assigned
When you save
Crew app pings
Job appears on Mike's and Priya's day with route + notes
Client text + email
'You're scheduled for Wed Apr 15, 9–1 PM' with reschedule link
Calendar updated
Visible in month, week, day, and the dispatch board instantly
Reminders queued
24-hour and 1-hour heads-up to client and tech, automatically
Pillars
A schedule that doesn't fight back
The four things that make scheduling actually fast — instead of the part of the day everyone dreads.
One calendar, every view
Month, week, day — same data, different lens. Filter by tech, client, or job type and the dispatch board narrows with you.
Drag instead of typing
On the dispatch board, drag a job onto a tech. Assignment, time block, route stop, and crew notification fire in one motion.
Recurring jobs
Weekly maintenance, monthly inspections, quarterly tune-ups — set the cadence once and the calendar fills itself.
Routed for the day
The crew app sequences each tech's stops by drive time so they're not crisscrossing the county between jobs.
More
Everything else you'd expect
Month, week, and day views
Drag-to-reschedule across the calendar
Filter by tech, job type, or client
Color-code by status, type, or crew
Recurring jobs with custom cadence
Crew app sync with route order
Auto reminders to client and tech
Time blocks for vacation and PTO
Pairs with
One calendar, every screen in the app
Wherever a job lives, you can put it on the schedule from there — and it shows up everywhere else without a refresh.
Dispatch
The board view of the same calendar — built for sliding jobs around fast.
Projects
Every event is linked to its project, with line items and notes attached.
Estimates
One click turns an approved estimate into a scheduled job, address and scope intact.
Requests
Customer requests open the booking sheet pre-filled with their info.
Clients
Open a client and see every past, present, and upcoming visit on one page.
Team
Assignment, availability, and PTO live on the same calendar — no separate spreadsheet.
Client portal
Customers see their upcoming visit, the window, and who's coming.
Reports
Scheduled-work and recurring-job reports roll up straight from the calendar.
Scheduling questions
Straight answers about calendars, recurring work, and how updates reach your crew.
Yes. ServTrackr offers month, week, and day views so you can zoom in on daily assignments or see the big picture across your entire team.
Set a frequency (daily, weekly, monthly, or custom), assign a team, and ServTrackr generates the next events on that pattern. You can adjust individual occurrences when plans change.
Calendar and dispatch updates sync to the mobile app so the field team sees the current plan. Timing can vary slightly by device and connectivity.
Absolutely. The calendar supports intuitive drag-and-drop so you can move appointments between days, times, or technicians with a single gesture.
Yes. Clients can receive confirmations, reminders, and other messages based on your communication settings and templates.
Schedule the job from where the job lives.
No more bouncing between a calendar tab and the project. Drop it on the schedule from anywhere — the rest of the app catches up.