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Calendar and Scheduling Basics

Master the ServTrackr calendar to manage your schedule and optimize your team's time.

By Jeff McKinley•Last updated: January 2025

Calendar Views

ServTrackr offers multiple calendar views:

  • Day View: Detailed hour-by-hour schedule
  • Week View: See your entire week at a glance
  • Month View: High-level overview of upcoming work
  • Team View: Side-by-side comparison of team schedules
  • Map View: Geographic view of scheduled jobs

Creating Appointments

Schedule new appointments quickly:

  1. Click on a time slot in the calendar
  2. Select the client and project
  3. Choose the service type
  4. Assign team members
  5. Set duration and priority
  6. Add notes or special instructions

Use color coding to visually differentiate between service types, priorities, or status.

Managing Your Schedule

Keep your calendar organized:

  • Drag-and-drop to reschedule appointments
  • Set recurring appointments for maintenance contracts
  • Block out time for lunch breaks or meetings
  • Set availability hours for online booking
  • Handle cancellations and no-shows

Syncing External Calendars

Integrate with your existing calendars:

  • Google Calendar two-way sync
  • Outlook/Office 365 integration
  • iCal feed for read-only viewing
  • Subscribe to team calendars

Changes made in ServTrackr sync to your external calendars and vice versa.

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