The calendar brings your jobs, tasks and appointments together in one view, so you can see your team's day at a glance and plan what comes next. Here is how to make the most of it.
From the CRMit menu, open Calendar. It opens on the current day or week.
Use the view controls to switch between Day, Week and Month. Day view is best for a close-up of one person's schedule, while month view gives you the bigger picture.
Your jobs, tasks and appointments all appear on the same calendar, so nothing is hidden away in a separate list. Use it to spot clashes and gaps quickly.
Click an item on the calendar to open its full record, where you can check the details or make changes.
You can add new items directly from the calendar, so you can slot work into a free time without leaving the view.
Tip: The calendar is the fastest way to see your team's day. Start here each morning to check what is on and where there is room for more.
Now you know your way around the calendar, you can book appointments that appear on it and plan the jobs that fill your week.
Book a quick demo and we will show you how the calendar keeps your whole team's day in one place.