Skip to main content

About the Schedule App

Manage visits linked to Method jobs.

Updated yesterday

The Schedule App is used in conjunction with the Method Jobs app to manage your visits linked to Methodd Jobs.

With the Schedule App:

  • View multiple calendar views of different assignees.

  • Schedule work from an unscheduled waitlist

  • Create estimate and / or work order visits


What are Visits?

Visits represent when a technician goes to the Method job site. There are two types of visits:

  1. Estimate Visit (Site Visit): The technician visits the site to assess the work required.

    • This is done to determine the estimated cost before sending the estimate to the customer.

    • Estimate visits can also be created when first creating a Method Job.

  2. Work Order

    • The technician visits the site to complete the approved work.

    • This is tied to the work order and represents the actual service being performed.

For more information on visits, please see Scheduling Visits in the Schedule App.

Did this answer your question?