Using Service Calendars in the Mobile App

Your mobile CRM app now includes full access to service calendars, allowing you to view and manage service appointments directly from your mobile device. This feature enables sub-account administrators and users to see all scheduled service appointments and create new ones with their contacts while on the go.

Viewing Service Appointments

To view your service appointments:

1. Open the mobile app and ensure your desired sub-account is selected.
2. Navigate to the calendars section.
3. You'll see all your service appointments organized by date.

Creating New Service Appointments

To schedule a new service appointment:

1. From the calendar section, tap the "+" button.
2. Select "Schedule appointment" from the menu.
3. Choose a service calendar from the dropdown menu (these are the calendars you've created in the web version of your CRM).
4. Select the relevant room for the service.
5. Equipment will be automatically assigned based on availability once the room is selected.
6. Complete the remaining appointment details and tap "Save" to confirm the appointment.

Location Actions for Service Appointments

The mobile appointment view includes location actions that help you work efficiently from the field without switching between applications. These features allow you to navigate to physical appointments quickly and join virtual meetings with minimal effort.

For Service v2 appointments, the mobile app displays comprehensive location information and provides quick actions such as:

• Copying the location value
• Opening "View Location" for physical addresses
• Opening "Join Meeting" for virtual meeting links

Availability

This feature is available on iOS and Android mobile apps starting from version 3.74 or later.