The calendar

The calendar is every time commitment your business has in one place. Rather than being a separate diary you have to keep up to date, it reads from the work you have already recorded — so a milestone you move moves on the calendar too.

See everything with a date on it

Seven kinds of thing appear on the calendar, and only the first is something you put there yourself:

What	When it appears
Appointments	Whenever you create one — see Appointments.
Milestones	When a milestone has a due date.
Invoice due dates	Invoice Due — {client}, when an invoice has a due date.
Proposal expiries	Proposal Expires — {client}, for a sent proposal with a valid-until date.
Warranty follow-ups	From the reminder date, or the earliest expiry.
Change orders	When one is sent.
Quarterly tax payments	On the IRS deadline.

Understand why you cannot edit most of it

The jobs, invoices and proposals are the record; the calendar is a reflection of them. Change a milestone’s due date and the calendar follows. Void an invoice and its due date disappears. You never have to remember to update two places, because there is only one place.

That is also why a system-generated entry offers Edit at source rather than an edit form: the date belongs to the milestone or the invoice, and that is where it should be changed.

Only appointments are yours to edit directly, because only appointments are yours to begin with.

Find what you are looking for

Filter by the kind of entry, or by job, to cut the view down to what you actually want. Something whose source was voided or canceled is hidden by default — it is not deleted, so the history is still there if you go looking, but a canceled thing should not be competing for your attention on a Tuesday morning.

Get the day emailed to you

My Day and My Week are email digests of what is coming. They are on every plan.

They used to need Professional and no longer do: a digest is an email running on our own systems, and the rule is that Starter gets everything that does.