Scheduling

1. 1Go to Schedule and create a new event.
2. 2Pick the type — consultation, site visit, inspection, construction, delivery, walkthrough, or internal.
3. 3Set the date and time and link it to the related project.

1. 1Open the event and add assignees from your team.
2. 2Assigned crew see it in their Field workspace and on their calendar feed.

Switch to the Resource view to see who's booked when and balance the week across your team. The month and agenda views are there too — and double-bookings are flagged automatically in every view: conflicting events are circled and a badge in the header counts them — no false alarms for back-to-back jobs.

On the calendar, just drag an event to a new day — everyone assigned gets an email showing exactly what changed (Wed 2:30 PM → Thu 9:00 AM), and their synced calendar updates too.

For customer-facing visits on an active project — site visits, inspections, walkthroughs — Managolio emails your customer a reminder the day before, in your local time, with a secure link to their portal. It's sent once per visit, and you can turn it off if you'd rather handle reminders yourself.

1. 1Use the Calendar sync button on the Schedule page to get your private subscription (iCal) link.
2. 2In Google or Apple Calendar, choose 'Add calendar from URL' and paste it.
3. 3Your Managolio jobs now appear alongside your personal calendar and stay in sync.