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Calendar & Scheduling

One shared team calendar — leave, jobs, milestones, and meetings from every module.

A shared calendar that aggregates events from every module — field service jobs, project milestones, leave, shift rotas, compliance audits — so no one is double-booked and nothing is missed.

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2
Sub-modules
5
Module integrations
12
Features

SUB-MODULES

Everything inside Calendar & Scheduling.

📆

Shared Team Calendar

One calendar view for the whole team with colour-coded entity types.

  • ✓Day, week, month, and agenda views
  • ✓Per-user and team-level calendars
  • ✓Colour-coding by event type (job, meeting, leave, milestone)
  • ✓Drag-and-drop rescheduling
  • ✓Recurring event support
  • ✓Calendar export (iCal)
🔄

Entity Sync

Events from field service, ERP, HCM, and compliance auto-populate the calendar.

  • ✓Field service dispatch → calendar slot
  • ✓Project milestone → calendar entry
  • ✓Leave approvals → team calendar block
  • ✓Compliance audit schedule → calendar
  • ✓CRM meeting → calendar event
  • ✓Shift rota → calendar overlay

MODULE CONNECTIONS

How Calendar & Scheduling connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

📅Calendar & Scheduling
🔧
Field Service← receives from

Dispatched jobs appear as calendar events

View module →
📋
ERP← receives from

Project milestones sync to calendar

View module →
👥
HCM← receives from

Leave and shifts overlay on team calendar

View module →
🛡️
Compliance← receives from

Audit dates appear on compliance calendar

View module →
🤝
CRM← receives from

Meetings and follow-ups sync from CRM

View module →

Explore related modules

🔧Field Service ManagementDispatch engineers, manage work orders, and handle preventive maintenance at scale.PROFESSIONAL →📋ERP & Project ManagementProjects, timesheets, contracts, and budgets — all linked to billing.STARTER →👥HR & Human Capital ManagementFull HR from hire to retire — payroll, leave, training, and succession all in one place.BUSINESS →🛡️Compliance & QHSEAudits, incidents, risk assessments, and QHSE training — stay certification-ready.PROFESSIONAL →🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →
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