Tasks and Appointments
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.
Office Schedule
Office Schedule
Learn how to efficiently schedule and manage tasks for estimators and managers using the Office Schedule