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Feature·v2026.7·
Put appointments and estimate visits on a calendar
A new Schedule screen holds appointments and estimate visits, not just production days. Book an estimate visit and it becomes a lead, then a draft when you accept it. Reschedule, cancel, or unbook in a tap.
Your calendar now holds more than production days. A new Schedule screen carries appointments and estimate visits alongside scheduled jobs, so the whole day lives in one place.
Book an estimate visit and it lands on your board as a lead. Accept it and it flows straight into a draft estimate, no retyping the customer or the site. Reschedule, cancel, or unbook from the same screen. Personal blocks keep time on the calendar that is not a job at all.
Available on the web.