My Roof CRM

Calendar: week, month and list views

Find your way around the calendar: switch views, filter by team member, show canceled visits and understand the time-zone notice.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator, Field crew· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

The calendar shows inspections, estimates, installs and follow-ups for every job. Appointments are colour-coded by type, canceled ones are struck through and completed ones are faded. On a phone it opens in list view.

Times are displayed in your computer's time zone, but homeowner messages use the company time zone set in Settings → Automations. A notice appears when the two differ.

By the end you can

  • Switch between week, month and list
  • Filter by person and show canceled visits
  • Read the time-zone notice

Screens used

Step by step

  1. Open the calendar/calendar

    Click "Calendar" in the sidebar.

    You should see: Heading "Calendar" with "Inspections, estimates and installs for every job." and a "+ New appointment" button. Controls: "Today", ‹ ›, the period title, an assignee filter ("Everyone"), "Show canceled" and view tabs week / month / list.

  2. Week view/calendar

    Click "week". Scroll the grid from 6 am to 9 pm. Hover an empty slot.

    You should see: Clicking an empty slot opens the booking dialog pre-filled with that time.

  3. Month and list views/calendar

    Click "month", then "list".

    You should see: Month: click a day to book at 9:00. List: the next 30 days, each entry with "With <assignee>" and an "Open job" link; empty state "Nothing scheduled in these 30 days."

  4. Filter and show canceled/calendar

    Choose a team member in the assignee filter. Toggle "Show canceled".

    You should see: Only that person's visits remain; canceled visits appear struck through.

  5. Read the time-zone notice/calendar

    If a banner says "Times here are in your computer's time zone…", read it.

    You should see: It names your zone and the company zone and tells you homeowners see the company zone. Book in their local time.

Related lessons

Schedule an inspection, estimate or install

Book a visit from the calendar or the job page, assign it, set location and notes, send the homeowner a confirmation and reminder, and edit, complete or cancel it later.

Calendar & homeowner messagingBeginner7 min

Automations: automatic emails and texts to homeowners

Switch on the messages the app sends by itself for appointments and stage changes, set the company time zone, and understand the rules that keep homeowners from being spammed.

Calendar & homeowner messagingIntermediate8 min

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