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Scheduling & appointments

Book jobs ahead of time, assign the right people, and let recurring cycles create appointments for you. Multi-technician jobs and time-slot booking keep the calendar honest.

Scheduling is for the work you know is coming: booked installs next week, a two-person job that needs two technicians on the same slot, a service round that repeats every quarter. You place appointments ahead of time so the calendar reflects real commitments, not just today's firefighting.

Recurring cycles do the repetitive planning for you — set a service to repeat and the appointments appear on schedule, ready to assign. When plans change, rescheduling is a drag to a new time, and the customer is notified, so a moved appointment does not turn into a missed one.

What you get
  • Book ahead with time-slot appointments
  • Assign multi-technician jobs to one appointment
  • Recurring cycles generate appointments automatically
  • Reschedule with a drag, the customer is notified
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Frequently asked questions

Can I assign more than one technician to the same appointment?

Yes — multi-technician jobs book onto one appointment, so a two- or three-person install is scheduled and tracked as a single job.

How do recurring maintenance visits get scheduled?

Set a recurring cycle, or link an MA contract, and OnSiteQ creates the appointments automatically on the right dates, so nothing depends on someone remembering.

Does the customer find out when I move an appointment?

When you reschedule, the customer is notified of the new time, which cuts the "is anyone still coming?" phone calls.

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