A Calendar Event is a non-billable event that can be scheduled and visible on your Dispatch Board and Calendar. You might use one if you're going to a client’s property for an Estimate so it's on a Resource’s schedule for the day.
To do this, follow these steps:
- Navigate to the Review Ticket Overlay.
- Click Advanced Actions.
- Click Add Event.
- Fill out the Create Event overlay. The date will automatically be set to the current date and the Assignment will default to the user that's logged in.
- If you need the Event to repeat for this Account and Assignment, you can do so by clicking the never link in the lower left corner of the overlay.
- Click Save.