Mandatory Fields
These fields must be completed before an event can be saved:
Event Type
The category or type of the event, e.g. Install, Survey, Removal
This field helps organize and classify events, making it easier to filter and find them later.
In this article you can read more about event types.
Event Title
A concise and descriptive name for the event.
This title appears in lists and dashboards
Client
The client that you're carrying out this event for
Events cannot exist without a client
Optional Fields
While these fields are not mandatory, the more info you add the better prepared your installers and other colleagues will be.
Project
Link the event to an existing project, if relevant (learn about projects here)
Asset Name
Associate the event with a specific asset, such as a location or piece of equipment.
Event Owner
Assign the event to a specific user within the system. The owner is typically a project manager or a sales person responsible for the event.
Start and End Date
The scheduled start date and time of the event.
Helps set expectations for when the event will begin.
Allows you to see the event on Team schedule and in Calendar view.
Event Timezone
The timezone in which the event will occur.
Critical for events involving teams or clients in different locations to avoid scheduling conflicts.