Scheduling

Schedule appointments for jobs. The flow adapts to your business model (Mobile, Shop, or Both) and supports smart suggestions or manual booking.

1. Customer & Document — pick the customer, vehicle, and attach an estimate or work order if one exists. Add VIN here if missing (it saves back to the garage).
2. When — choose Smart Scheduling (3 ranked suggested slots based on existing routes + travel) or switch to Manual. On mobile, time entry uses an iOS-style wheel picker.
3. Details — approximate duration and notes. (The "Send confirmation to customer" checkbox is hidden for estimates and visible for appointments.)

• Suggested slots show travel distance from the previous stop, with a small arrow between two jobs to indicate the leg.
• Each slot includes a View on map link.
• Already-scheduled jobs in the day peek timeline don't repeat the customer name.
• Empty days display "Open" instead of a dash.

Opening an existing appointment shows the same flow, including the ability to change the existing date/time.

• If your service mode is Shop only, location selection is skipped — the address defaults to your shop.
• If Both, you choose per appointment.

• OMW (On My Way) notifies the customer and logs the trip start.
• Start Job logs job start.
• Complete Job opens a form to record payment, attach an estimate if it wasn't linked, and pick the paid date (with a "When was this paid?" toggle if it wasn't today).
• Couldn't Repair closes the job without creating an invoice.

Desktop: sidebar → Schedule. Mobile: bottom tab → Schedule.