- 1
Open the Schedule tab in Operations.
- 2
Tap Add to Schedule and pick the customer or sold job.
- 3
Choose the date, set the crew, and add notes. Notes for the office and notes for the crew are kept separate.
- 4
Save. Crews see their assignments on the schedule and can open the job for photos, notes, and progress.
- 5
Optionally connect Google Calendar in Settings so schedule items, repairs, and lead appointments also appear on your calendar.
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