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Calendar & Scheduling

Never miss a deadline.

Four calendar views (month, week, day, agenda). Combined schedule page with project Gantt timelines and service visit calendars. Cron-based reminders for estimates, proposals, and project deadlines.

How scheduling works in CC

Calendar events, project timelines, and service visits — all in one scheduling system.

1
Calendar

4 views for your schedule

Month, week, day, and agenda views. Click any slot to create an event. Click any event to edit. Events are color-coded by type. View preferences persist between sessions.

  • Month, week, day, and agenda layouts
  • Click-to-create on any time slot
  • Color-coded events by type
  • Filter by event type and status
2
Project Timeline

Gantt view for project tasks

The Schedule page has two tabs. Project Timeline shows tasks as Gantt bars across a timeline — month, quarter, or half-year view. Select a specific project or view all projects.

  • Gantt chart with task bars
  • Three time ranges: month, quarter, half-year
  • Per-project or all-projects view
  • Generate schedule from estimate tasks
3
Service Schedule

Calendar for service visits

Service Schedule tab shows all scheduled service visits in a calendar. Drag visits to reschedule. Create new visits inline by clicking a date.

  • Calendar view of all service visits
  • Drag-to-reschedule visits
  • Inline visit creation from calendar
  • Status indicators (completed, scheduled, cancelled)

Full Calendar CRUD

Create events with title, date/time, type, status, and priority. Edit any event by clicking. Delete with confirmation. All changes saved immediately.

  • Event creation with full detail form
  • Click-to-edit on any event
  • Delete with confirmation
  • View preferences saved locally

Cron-Based Reminders

Automated reminder system runs on a 5-minute interval. Reminders for estimate follow-ups, proposal deadlines, project milestones, and custom events. In-app real-time notifications.

  • 5-minute cron interval
  • Estimate and proposal follow-ups
  • Project deadline alerts
  • In-app notification delivery

Filtering & Color Coding

Filter events by type and status — dynamic filters pulled from your actual data. Active filter count indicator with reset. Events color-coded for quick visual scanning.

  • Dynamic type and status filters
  • Color-coded events
  • Active filter count indicator
  • Reset filters button

Time Entry Integration

Time entries tie into the scheduling system. See who's working where. Track hours against project budgets. Manager approval workflow for crew hours.

  • Time entries linked to projects
  • Crew scheduling visibility
  • Hours tracked against budgets
  • Approval workflow integration

See it for yourself

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