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.

1. Go to Schedule and tap + Add.
2. Pick the customer. Their address is what the routing is based on, so make sure it's on file.
3. Choose Suggested (the default) or Pick manually.
4. Set the approximate duration. Suggestions are filtered so the job actually fits the slot.
5. Each suggested slot shows the date, the time window, the drive from your home base or the previous job, and a label such as Open Day when nothing is booked yet.
6. Tap View map to see where the job sits in the day before you commit, then pick the slot and finish the details.

• Ranked by drive distance — the option that adds the fewest miles to the day comes first.
• Jobs are clustered geographically, so a new job is suggested next to your other work in the same area.
• Days that are already full or can't fit the duration are skipped.
• Editing an existing appointment opens in Pick manually mode — suggestions are for new bookings.
• Nothing is booked without you tapping it. Suggestions are suggestions, not autopilot.

• List, Day, and Calendar views, with search and a status filter.
• Each upcoming day has a colored header showing how many jobs are booked.
• For future days, each job card shows a drive card: miles and drive time from your home base or the previous job, plus a leave-by time. A tight drive is flagged as urgent.
• If drive times can't be calculated, you'll see a short note — the appointments themselves are never affected.

• Suggestions are only as good as your addresses — a missing or partial customer address means no useful suggestions.
• Your home base address is set in your business settings; every route and mileage figure starts and ends there.
• All times shown are your business's local time, based on the timezone in your settings.

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