My Schedule
Upcoming appointments, past visits, and technician dispatch status — all in one place.
URL: portal.yourcompany.com/schedule
What This Screen Is
The Schedule page shows every appointment associated with this customer — upcoming visits, the technician who will come, and the full history of past visits across all jobs. Customers can see exactly what's on the calendar without picking up the phone, and they can request new work directly from this page.
Read-only by default. Customers cannot reschedule or cancel appointments from the portal — they call the contractor to make changes. The schedule page is for visibility, not self-service booking of existing appointments. New service requests go through the Request New Service flow.
Upcoming Appointments
All future appointments are listed in date order, earliest first. Each row shows the service type, date, time window, assigned technician, and current dispatch status. Customers see the same three tabs — Upcoming, Past Visits, and Calendar — and can switch between them without leaving the page. If no upcoming appointments exist, the tab shows a prompt to request new service with a direct link to the form below.
Example appointment rows:
- May 16 — HVAC Tune-Up — Spring Service — 9:00 AM–11:00 AM · Technician: Mike Duran · 88 Birchwood Ave — Badge: Today — Action: Track
- Jun 4 — Deck Build — Phase 1 Start — 7:30 AM–5:00 PM · Crew: Birchwood Builders · 88 Birchwood Ave — Badge: Scheduled — Action: Details
- Sep 10 — Quarterly Pest Control (Recurring) — 10:00 AM–12:00 PM · Technician: TBD · 88 Birchwood Ave · Quarterly plan — Badge: Scheduled — Action: Details
Appointment Detail — what "Details" opens
- Date & Time: June 4, 2026 · 7:30 AM–5:00 PM
- Crew: Birchwood Builders (3 technicians)
- Address: 88 Birchwood Ave, Riverside CA 92501
- Status: Scheduled
- Linked Project: Backyard Deck Build
- Arrival window note: This is an estimated window, not a guaranteed time. You'll get an SMS with a live ETA when the crew departs.
Note at bottom: "Need to change this appointment? Call us directly — rescheduling is not available through the portal."
Technician Dispatch Status
For any appointment on or near today, the appointment row shows a live dispatch status. Customers with an appointment today can tap Track to open the live technician tracker — a map that updates every 30 seconds as the technician travels to the job site.
| Status | Color | Description |
|---|---|---|
| Scheduled | Gray | Appointment is confirmed — date, time window, and technician are set. No technician movement yet. |
| Preparing | Yellow | Technician has been assigned for today's visit and is preparing to depart. SMS notification fires: "Your technician is getting ready." |
| On the Way | Blue | Technician is dispatched and traveling. Live GPS tracker is active. SMS fires with tracker link and ETA: "Mike is on his way — 23 minutes." |
| Arrived | Green | Technician has checked in at the job site. Tracker closes. Status transitions to "Work in progress." |
| Work in Progress | Purple | Technician is actively on site. No ETA shown — work is underway. Customer can call if needed. Badge stays purple until job is closed. |
| Job Complete | Green (done) | Work is done and technician has checked out. SMS fires: "Work is complete. Here's your invoice." Appointment row moves to Past Visits tab on next load. |
Past Visits
Every completed appointment is preserved in the Past Visits tab — what was done, who came, and when. For recurring service customers, this history shows the full service log across all visits on their plan. The list shows the 10 most recent visits by default; a load-more button reveals older entries. Customers can filter by service type using the filter strip above the list. Customers never need to call to find out what was done on a previous visit.
Example past visit rows:
- Mar 12 — Quarterly Pest Control — Technician: Mike Duran · 88 Birchwood Ave · Duration: 1h 10m — Badge: Complete — Action: Summary
- Oct 8 — Annual HVAC Tune-Up — Technician: Chris Lee · 88 Birchwood Ave · Duration: 2h 30m — Badge: Complete — Action: Summary
- Aug 22 — Pest Control — Interior Only — 88 Birchwood Ave · Cancelled by contractor — rescheduled to Sep 10 — Badge: Cancelled
Visit Summary — what "Summary" opens
- Technician: Mike Duran
- Address: 88 Birchwood Ave, Riverside CA 92501
- Duration: 1 hour 10 minutes
- Check-in: 9:04 AM (GPS verified)
- Check-out: 10:14 AM
- Technician Notes: Treated interior perimeter and garage. Noted minor entry point near kitchen window seal — recommend caulking. Exterior bait stations refreshed. No active infestation detected.
- Job Photos: 2 photos attached (shown as thumbnails)
Calendar View
The Calendar tab shows a monthly view with appointments marked on their dates. Tapping any date with an appointment opens a summary of that visit inline. Dates with appointments show a small dot beneath the date number.
- Monthly navigation with previous/next arrows
- Appointment dot marker below dates that have scheduled visits
- Today's date highlighted
- Tap any marked date to see appointment details inline
Requesting New Service
Customers can submit a new service request directly from the Schedule page. The request goes to the contractor's CRM as a new lead task tied to the existing customer record — no duplicate contact is created. The contractor reviews the request, books an appointment, and the customer gets a confirmation notification.
Request New Service — Form Fields
- What do you need done? — free-text description
- Preferred start date — e.g. "Any time after June 1"
- Preferred time of day — Morning / Afternoon / No preference
- Service address — dropdown of customer's saved addresses with option to add new
- Photos (optional) — attach photos of the issue
What happens after submitting
- The contractor receives the request in their CRM task queue, associated with the customer's existing contact record.
- Contractor reviews the request and calls or texts the customer to discuss scope, pricing, and timing.
- Once agreed, the contractor books the appointment and sends an estimate if required.
- Customer gets an SMS and email: "Appointment confirmed — [Service] on [Date] between [Time window]."
- The new appointment appears on this Schedule page immediately.
Schedule Notifications
Customers control exactly which schedule-related notifications they receive from the portal's Notification Preferences page. The contractor sets defaults; customers override for their own account.
| Event | Default Channels | Timing |
|---|---|---|
| Appointment confirmed | SMS + Email | Immediately when contractor books |
| Appointment reminder | SMS + Email | 48h before + morning of |
| Technician on the way | SMS with tracker link | When dispatched (live ETA) |
| Technician 10 min away | Push notification | 10 minutes before arrival |
| Technician arrived | Push notification | On GPS check-in at job site |
| Job complete | SMS | On job close — "Work is complete. Here's your invoice." |
| Appointment cancelled or rescheduled | SMS + Email | Immediately when contractor makes the change |
| Recurring service reminder | SMS + Email | 48h before each recurring visit |
CRUD Operations
| Operation | Available | Notes |
|---|---|---|
| View upcoming appointments | Yes | All future appointments in date order |
| View past visit history | Yes | Full history across all jobs and recurring plans |
| View calendar view | Yes | Monthly calendar with appointment dots |
| Track technician live | Yes | Available for today's appointments when technician is dispatched |
| Request new service | Yes | Submits to contractor CRM; contractor books and confirms |
| View appointment details / visit summary | Yes | What was done, technician, duration, notes, and job photos |
| Export appointment to calendar | Yes | Add to Google, Apple, or Outlook calendar from the appointment detail panel |
| Reschedule an appointment | No | Call the contractor to reschedule — portal is read-only for existing appointments |
| Cancel an appointment | No | Call the contractor to cancel |
| Book from open calendar slot | No | Use Book a Service for self-serve booking of new work |
Related Pages
- Technician Tracker — Live GPS map showing technician location and real-time ETA for today's appointment
- Recurring Plans — View and manage recurring service plan details — frequency, next visit, and full visit history
- Book a Service — Self-serve online booking for new jobs — choose a service, pick a time slot, and confirm
- Notification Preferences — Control which schedule and appointment notifications you receive and on which channels