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

  • Leads / Tasks Map

    • Office Schedule

  • Office Schedule

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