What is an Event?
An Event is a scheduled appointment linked to a Deal. Events help you keep track of estimates, meetings, or any other scheduled activity.
Each Event includes details like:
Type of event (e.g., estimate, follow-up, meeting)
Assigned estimator or team member
Date, time, and duration
Location
Description for notes
Think of Events as your way to organize and visualize your team’s schedule — whether in a calendar, list, or map view.
Welcome to Your Calendar
Your Calendar is the central hub for managing events.
Views: Switch between Day, Week, or Month view. Scroll forward or backward in time, or press Today to return to the current date.
Availability: Areas marked as unavailable are shown on the calendar.
Filter by Users: Narrow down events by selected team members.
Show Weekends: On Week and Month views, you can choose to display weekends.
Interactive Events: Press on any event to open its Event Details.
Map View
The Map helps you visualize where events are happening.
Views: Choose between Map or Satellite view.
Pins: Each user's events are shown as pins on the map.
Interactivity: Hover over pins to see tooltips, or click a pin to open Event Details.
Navigation: Switch between Day, Week, or Month view, scroll through time, or return to Today with one click.
Filter by Users: Show only the team members you want to see.
Month View: Auto-selects all users, with the ability to filter down.
Day View: Shows the order of events by numbering them.
