My Schedule
Overview
The My Schedule page is where customers go to understand what's happening with their service. Upcoming appointments, past visit history, and live dispatch status for today's jobs are all visible here. It's the first thing most customers check when they log into the portal.
The page is read-only — customers cannot reschedule or cancel directly. This is intentional: it keeps dispatch clean and ensures the contractor controls the schedule. A "Request Change" form is available for customers who need to adjust, which creates a task in the CRM for the dispatcher.
Features
- Upcoming Appointments — All scheduled jobs, sorted chronologically with date, time window, service type, and assigned technician name
- Past Visits — Full history of completed jobs; click any visit to see the visit summary (notes, photos shared by the contractor, technician name)
- Live Dispatch Status — 6-stage real-time status for today's appointment, updated by the technician from the mobile app
- Track Button — When status is "On the Way," a Track button appears and opens the live GPS map (see Technician Tracker)
- Visit Summary — Completed jobs show a summary view with service notes and any photos the contractor chose to share with the customer
- Request New Service — Button that opens a short form: service type, preferred dates, notes; routes to dispatcher as a new lead
Dispatch Status States
| Status | Customer-Facing Label | Description |
|---|---|---|
| Scheduled | Appointment Confirmed | Job is on the books |
| Preparing | Getting Ready | Tech is preparing for your job |
| On the Way | On the Way 🚗 | Track button active |
| Arrived | Technician Arrived | Tech is at the property |
| Work in Progress | Work in Progress | Job is underway |
| Job Complete | Visit Complete ✅ | Job is done |
CRUD Reference
| Object | Create | Read | Update | Delete |
|---|---|---|---|---|
| Appointment | — | ✅ | — | — |
| Visit Summary | — | ✅ | — | — |
| Dispatch Status | — | ✅ | — | — |
| Service Request | ✅ | ✅ | — | ✅ (cancel) |
| Change Request | ✅ | ✅ | — | — |
Notes
Customers can see their own appointment history only — they cannot view other customers' records or appointments. Dispatch status updates in real time (polling every 30 seconds) — no page refresh required. The Track button is only active during the "On the Way" and "Arrived" states; it deactivates once the technician checks in at the property. Past visit photos are only visible if the contractor explicitly shared them from the CRM.