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

Learn how to search, filter, and sort tasks, view detailed task information, and make edits like reassigning users or updating statuses.

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.

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

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

The Route Optimization feature in the Office Schedule helps estimators efficiently reorder daily tasks that require travel to external locations. It uses task addresses and Google Maps optimization to determine the most efficient job sequence for the day.