Viewing your own schedule

Under My schedule you, as a staff member, see your own upcoming appointments — exactly the information you need on the road.

What you see per appointment

• The customer details and the address, so you can navigate straight away.
• The customer's phone number.
• The instruction or note the planner added.

Jumping straight through

Each appointment has buttons to get to the right information immediately:

• Open customer profile — the full customer record.
• Open project file — if the appointment is attached to a project.
• Open maintenance contract — if it's a maintenance visit.
• Work order — start a work order for this job directly (only if Work orders is enabled at your company, see Filling in a work order and getting it signed).

Completing a maintenance visit

For a maintenance appointment you can complete it on the spot with Complete maintenance. You're then asked whether the next visit should be scheduled right away:

• No, just complete it — the planner picks it up later.
• Yes, put it in the calendar now — you schedule the follow-up immediately.

Frequently asked questions

• I can't see colleagues' appointments. That's right, this page shows only your own appointments. The full team overview is for administrators.
• There's no Work order button on my appointment. Then the work orders feature isn't enabled at your company, or the appointment doesn't lend itself to one.
• Can I reschedule an appointment myself? No, scheduling and rescheduling is done by the planner.