Add a Calendar Event from the Quick Add Menu

You can quickly and easily add a new Calendar Event from any V3 screen in SA by using the Quick Add icon. Use Calendar Events for any kind of non-billable work that needs to be done such as scouting for Estimates. To get started, use the following steps from any V3 screen:

  1. Hover over the Quick Add icon in the navigation bar and select "Ticket": mceclip0.png
  2. Set the Ticket Type to "Event". This will add more fields to the overlay: mceclip0.png
  3. Fill out the Account/Vendor, Ticket Category, Event Category, Subject, Body, Status, and Assignment as you would for any Ticket. 
  4. Begin typing a location of where the Resource needs to go to complete the task. This field will auto-populate addresses from Google as you type. 
  5. Select a Start and End Date. These fields will default to the current date.
  6. Add an Appointment Time by selecting the radio button and entering a time. 
  7. Enter the Budgeted Hours for the task.
  8. Click Save

Upon saving, you can view your new Calendar Event on the Calendar, Dispatch Board, and Account (if assigned).

To add a Calendar Event from a V2 screen, you can still use the "Ticket" option in the Quick Add menu. The overlay will contain the same fields in a different format:

mceclip0.png

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