01Set the promise and the reservation
During job creation or from the job card, enter the due date and book the install with its start, end, or duration. The reservation doesn't advance the job's stage or overwrite its due date.
02Choose the schedule you need
In Jobs, open Schedule and choose Install date or Due date, then agenda, week, or month. Review undated work and open any scheduled job for its details.
03Hand the plan to the floor
Assign scheduling and production owners, record the next action, and ask the manager to acknowledge the handoff. Today shows upcoming work and changes still needing review.
04Tell the customer and record the reply
Choose an appointment template, review the draft, and send it from the message composer. Staff track Tentative, Communicated, or Confirmed; changing the appointment time returns it to Tentative.