Put a service call or estimate visit on the calendar before a project exists

Short answer

Open Schedule in the left sidebar. Full steps below.

Steps

1. Open Schedule in the left sidebar.
2. Click the add button at the top right of the calendar and choose Quick Event.
3. Enter the Event Title (required), the date, and the start and end times.
4. Optionally pick a colour and a reminder (15 minutes, 30 minutes, 1 hour or 1 day before).
5. Save. The entry appears on the calendar with no project attached.

Use Quick Event whenever there is no accepted estimate yet. New Job/Task is for work tied to a project.

Rules and limits

• A Quick Event does not require a client record, so leads can be scheduled before they become clients.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.