How to Use It
Click the Quick Tools button → four power options appear:
1. Create a Booking
Full booking form in a pop-up. Same exact form as the left sidebar, just faster. Fill it → hit Create → job instantly live on the calendar.
2. Create a Task
Never forget a follow-up again:
Title + description
Date & time
Assign to any admin
Link to a specific customer/contact
Hit Submit → task appears on Dashboard + sends reminder pings.
3. Create a Customer
Perfect for leads who haven’t booked yet:
Name, phone, email, address
Tags (VIP, Rental, Commercial)
Notes (“Prefers mornings”)
Pro tip: Bookings auto-create customers, so you’ll only use this for pre-sales leads.
4. Create a Provider
Add a new crew member in 20 seconds:
Name + status (Active/Inactive)
Address (optional)
Payment plan (e.g. “$30/hr” or “40% of job”)
Tags & notes
After submitting → send them the registration link (covered in the Providers article).
That’s it. Four clicks = anything created, no matter what page you’re on.
Questions? Message us anytime using the chat widget in the bottom-right corner or email support@scheduledrop.com.