← All features
Field Ops

📅 Drag-and-Drop Scheduler

Drag an unscheduled job onto a day and it is booked. The calendar knows who is already out, who is already loaded, and — the one that actually costs you money — who has a job an hour earlier on the other side of town.

ScheduleWeek of Jun 22
MonTueWedThuFri
PW3 InstallMateo · 8a
DiagnosticSam · 9a
Panel CleanJess · 11a
Battery QALee · 1p
Inverter SwapMateo · 2p
What you get

It knows more than who is free

Two lanes, not one calendar

Sales orders and technicians are separate views, and the technician lane enforces a booking window — how far out you will commit, and how much grace before it. Dispatch and sales stop fighting over the same grid.

Double-booked, and merely tight

Two jobs in one slot is the obvious one. The useful one is back-to-back after Ortiz at a different address — no drive-time buffer, flagged before you promise it rather than when the tech phones in late.

Load at a glance

Free, one job, heavy, or an exact clash — per tech, per day, before you decide who takes the next call.

Their own calendar, without reading it

Optional two-way sync with Google or Outlook. CRM jobs appear on the tech's own calendar and move when you move them; everything else on their calendar comes back as an anonymous Busy block. The scheduler sees that they are unavailable, never why.

Moved, not duplicated

A job pushed out to a personal calendar is keyed, so rescheduling it moves the existing entry instead of leaving a ghost behind at the old time.

Service orders sit alongside

Dispatched service work shares the calendar with sales visits, and is deliberately exempt from the drive-time check — a promised repair window is not the same commitment as a booked appointment.

See Drag-and-Drop Scheduler in your workflow

Get a personalized demo of Sun Service CRM for your team.