Follow Up
The Follow Up section displays clients and projects that fall within the parameters set in Programmed Messages.
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.
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
Route Optimization in 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.
Syncing Your ArboStar Office Calendar to Google, Outlook, and Apple Calendar
Your Office Schedule can be synced to your personal calendar using either an iCal link or Google Calendar, allowing you to view jobs and appointments directly in Outlook, Apple Calendar, or Google Calendar.