My Roof CRM

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.

Beginner 7 minOwner / manager, Office & admin staff, Sales rep / estimator· 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

Appointments can be booked from the calendar or from the Appointments card on a job. Linking a job fills in the address and lets the app send the homeowner a confirmation now and a reminder the day before, using the wording in Settings → Automations.

By the end you can

  • Book an appointment linked to a job
  • Know every field in the dialog and its default
  • Edit, mark done, cancel, restore and delete a visit

Before you start

  • A job to attach the visit to (optional but recommended)
  • For homeowner messages: the company time zone and the appointment automations switched on in Settings → Automations (next lesson); booking itself works without them

Screens used

Step by step

  1. Open the dialog/calendar

    On the calendar click "+ New appointment" (or click an empty slot), or on a job page click "Schedule" in the Appointments card.

    You should see: Dialog "Schedule an appointment".

  2. Pick the job and type/calendar

    Choose a Job ("No job (internal)" for team-only events) and a Type: Inspection, Estimate, Install, Follow-up or Other. Choose who it is "Assigned to".

    You should see: Title defaults to "<Type> – <job>" and Location defaults to the job address.

  3. Set date, time and length/calendar

    Set Date and Start, then Length: 30 min, 1 hour, 1.5 hours, 2 hours, 3 hours, 4 hours or "All day (8 hours)". Add "Notes for the team" if useful.

    You should see: A time in the past shows "That time is in the past; no confirmation will be sent."

  4. Decide about the homeowner message/calendar

    Leave "Send the homeowner a confirmation and a reminder" ticked to email and text them now and remind them the day before. Untick it for a silent booking.

    You should see: The checkbox only applies when a job is selected. Click "Schedule".

    If the message does not go out, check Settings → Automations: the appointment rules must be switched on and a company time zone set.

  5. Edit, complete or cancel later/calendar

    Click the appointment on the calendar. Use "Done" when the visit happened, "Cancel visit" if it is off (the homeowner gets a cancellation if they got a confirmation), "Restore" to undo a cancel, the bin icon then "Really delete" to remove it, or change fields and "Save".

    You should see: Completed visits fade, canceled ones are struck through, and the job activity logs "Appointment scheduled / updated / canceled".

Tips

  • Reminders go out once per appointment, judged as "tomorrow" in the company time zone, from a daily job that runs at 18:00 UTC.

Troubleshooting

  • The homeowner did not receive a confirmation.

    Check the job Activity for "Automatic message … failed", confirm the Appointment confirmation rule is on in Settings → Automations, and that the job has a valid email (and phone for texts).

Related lessons

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.

Calendar & homeowner messagingBeginner5 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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