• Task Categories

    Learn how to create, edit, or manage task categories for appointment scheduling.
  • Tasks

    Learn how to search, filter, and sort tasks, view detailed task information, and make edits like reassigning users or updating statuses.
  • Create a New Task / Schedule Appointment

    Easily create and schedule tasks or appointments for your team with a few clicks, using a flexible interface that shows availability and location for each estimator.
  • Leads / Tasks Map

    Filter, assign, and schedule directly from the map while tracking key details, sending SMS, and coordinating multiple tasks with just a few clicks.