iPhone app · The day as it is

Calendar

The calendar is the day laid out hour by hour: site visits, quote reviews, on-call blocks, and the daily stand-up, each tied to the customer it belongs to. Day, week, month, and agenda views, a week strip across the top to move between days, and a count of today's events and anything overdue in the header. Site visits are the heart of it: a visit on the calendar is a visit on the customer record, with the photos, notes, and diary entries from it attached afterwards.

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Free · iOS 15.1+ Also in any phone browser Office and field on one record

Kaizen CRM iPhone app: The calendar. The day as it is: site visits, quote reviews, and on-call blocks, with overdue items counted at the top. — **The calendar** The day as it is: site visits, quote reviews, and on-call blocks, with overdue items counted at the top.

What it does

Four views

Day for the hours, week for the shape of it, month for the load, agenda for the list. Swipe between days on the strip.

Events tied to records

A site visit for Riverside opens the Riverside record. A quote review opens the quote. Nothing on the calendar is just a title.

Overdue counted

The header shows events today and how many are overdue, so a missed visit is visible before the customer mentions it.

On-call and recurring blocks

On-call windows and the daily check-in sit on the calendar with everything else, so the day is one view.

Why it matters in the field

A technician standing at a door has a working memory of about one screen. If finding out where to be next takes a search and two menus, they text the office instead. The calendar is one tap from the bottom bar and the next event is the first thing on it.

Tying every event to a record is what makes it a CRM calendar rather than a diary: the visit is the thing the photos, the notes, and the quote hang from.

On a Tuesday

9:00Site visit, Riverside. Tap it; the record opens with last visit's notes and the open quote.
11:00Daily check-in. Five minutes with the office from the truck.
13:00Quote review for the Meridian add-on. The quote is attached to the event.
16:00On-call block starts. The emergency text-back routes to this phone until 20:00.

Common questions

Does the Kaizen iPhone app have a calendar?

Yes, with day, week, month, and agenda views. It holds site visits, quote reviews, on-call blocks, and recurring check-ins, each tied to the customer record or quote it belongs to, with today's events and overdue items counted at the top.

Are site visits on the calendar linked to the customer?

Yes. A site visit is an event on the customer record, so the photos, diary entries, and notes from the visit attach to it afterwards, and the next visit opens with the last one's history.

Can I see the whole team's calendar?

The calendar shows the signed-in user's events by default; the office sees the team's on the schedule and dispatch views. The point is that a visit booked by the office appears on the technician's phone without a call.

Keep exploring

Schedule Customers keep calling for updates Online booking Kaizen in the field

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