Learn to view and create calendar events in the GES mobile app. Tap the orange plus button to add an event, select an activity type, set the date and customer, then save. You can also schedule directly from a job, and appointments sync automatically between mobile and web.
By the end of this video, you'll know how to view your schedule and create a new calendar event using the mobile app. When you open the calendar, the default view shows your schedule for the day, so you can quickly see what's coming up. To change your view, tap the menu icon in the top right. From here, switch to day or week view. You can also toggle the view to show only your events. Swipe left or right between dates, or tap the date in the top left to select a different one. To create a new event, tap the orange plus button in the bottom right corner. Choose an activity type, set the date, and choose the customer, job address, and the job the appointment is for. Use the activity notes to add helpful details such as boiler in the attic. Finally, tap Save. Alternatively, you can schedule directly from a job by opening it, scrolling down, and tapping Schedule Job. This creates a calendar event with the customer details already filled in. That's it! Your appointment is scheduled and automatically synced across both the mobile app and web portal.
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