Appointments
Under Appointments you schedule inspections, handovers, and viewings — with date, occasion, and optional object and contacts.
Where to find it
Open Appointments in the app navigation. The list is searchable; optionally filter by team member.
Create an appointment
Tap + (Create) and maintain:
| Field | Purpose |
|---|---|
| Start date & time | When the appointment takes place |
| Occasion | e.g. handover, viewing |
| Assigned to | Responsible team member |
| Object, contacts | Links to master data |
| Notes | Instructions for the visit |
Status and recurrence
- Status: Planned, Done, Cancelled
- Optional recurrence — when marked Done, a follow-up appointment can be created automatically
- Add to calendar exports to the device calendar