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.
One week view
The Scheduling workspace keeps date navigation and event filters above contained day columns, with an event editor beside the week view on desktop and stacked above it on smaller screens.
Create an event
- Open Scheduling.
- Choose the date and time or mark the event all-day.
- Select an event type.
- Add a clear title and notes.
- Connect the event to a job when possible.
- 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.