New

Copy appointments instead of retyping them

The same client, the same services, next month again. Typing that job in a second time never made sense, so now you do not have to.

On the "Appointments" page, open the three-dot menu at the end of a row and click "Copy". The copy is created instantly and opens for editing: same client and address, same services, technicians, equipment, notes and photos, but with a fresh start, no visits, no recorded work, ready to be booked.

The open three-dot row menu on the appointments list with View, Edit, Copy, Unschedule, Customer Portal Link and Delete
Every row now has a three-dot menu, and "Copy" lives right in it.

Preparing a whole month of recurring jobs? Tick several appointments and press "Copy Selected". A dialog tells you how many copies will be made and lets you set one planning window for all of them, or none at all.

The Copy Appointments dialog with the number of copies and the optional planning window dates
One planning window for the whole batch of copies.

What a copy carries over and what it deliberately leaves behind is spelled out in the appointments list guide.