Preview feature: Schedule

Plan crews after quotes are accepted, from the same workspace.

Schedule previews how QuoteFlow can turn accepted work into assigned shifts, crew hours, and basic field status without feeling like another tool.

Follows accepted quotesTool preview

Crew day

Shifts7
Assigned5
In field3
Done2
  • Create shifts from accepted jobs
  • Assign employees and times
  • Track punch-in and completion status
Accepted quote Schedule Field work Review request

How it fits

Schedule is the bridge between accepted quotes and finished work.

Keep scheduling close to the quote so the handoff from sale to job stays visible.

01

Create shifts

Add date, start, and end times for upcoming work.

02

Assign employees

Keep each job attached to a person and a window.

03

Track field status

Preview punch-in, punch-out, and completed status changes.

Interactive preview

Create a sample crew shift.

Crew schedule

Create and track shifts

EmployeeDateStartEndHoursStatus