Reading the appointment cards

Every coloured block on the calendar tells you a lot at a glance.

The parts of one card

Figure 1 — one appointment card.

1. The left bar (colour = status). Where the job is up to — e.g. new, booked, quoted, won. Colours are set by your office.
2. The body colour (= the rep). Each sales rep has their own tint, so you can spot whose job it is.
3. The time. When the appointment starts and ends.
4. Customer name & address. Who it’s for and where. Hover the mouse over the card to see full details.

Special-looking cards

Some cards look different on purpose, so unusual ones stand out:

• Normal appointment — a coloured left bar and a tinted body. The everyday card.
• Red dashed “ghost” — the appointment you’re creating right now, not yet saved. Drag it to change the time.
• Gold 📌 “Day Note” — a note pinned to a whole day for a rep or installer, not an appointment.
• 🔒 Private appointment — someone’s personal/blocked-out time (dashed edge, lock icon). Not a customer job.
• 🚚 “N to sequence” — installs booked for a day but not yet put in order. Click to see the list.
• ⏰ Red “NO TIME” — a booked lead that still needs a time set. Sits in the all-day strip at the top.

Where the status colours come from

Status colours are chosen by your business in the settings, so a “Won” job might be green at one company and blue at another. Hover any card, or click it, to read the status name in words.