Plan shop time

Common event types

• Intake for drop-offs or evaluations.
• Pickup for completed work.
• Due for promised completion dates.
• Follow-up for approvals, parts, estimates, or customer calls.
• Shop Block for unavailable time.

Create an event

1. Open Scheduling.
2. Choose the date and time or mark the event all-day.
3. Select an event type.
4. Add a clear title and notes.
5. Connect the event to a job when possible.
6. Save the event.

Promise dates vs events

A Promise Date is the expected ready date on the job. A schedule event is a calendar item. Use both when the job needs a visible calendar reminder.

Daily use

Review upcoming events at the start of the day. Mark completed or cancelled events clearly so the schedule stays useful for everyone in the shop.