The MotionOps mobile app makes it easy for any team member to create, manage, and view appointments directly from their phone or tablet. Whether scheduling a job, creating an on site visit, or adding a general company event, everything can be done directly from the mobile Schedule page without needing access to the desktop app.
The mobile scheduling feature also allows team members to quickly view their own schedule or switch between other team member calendars to see upcoming appointments and availability.
Opening the Schedule Page
When opening the MotionOps mobile app, the Schedule page should normally load automatically. If it does not, users can manually open it by tapping the Schedule button located in the bottom middle navigation bar.
From the Schedule page, users can:
View upcoming appointments
Switch between calendar views
Create new appointments
View other team member schedules
Creating a New Appointment
To create a new appointment:
Open the Schedule page
Tap the green + button in the top right corner
Select one of the three appointment types:
On Site Visit
Work Appointment
General Event
After selecting the appointment type, users can begin filling out the appointment details.
Creating On Site Visits & Work Appointments
For On Site Visits and Work Appointments, users will first need to:
Select the customer account
Select the service location for the job
After that, fill out the remaining appointment information such as:
Date and time
Assigned team member
Appointment notes
Additional scheduling details
Once all information has been entered, tap the green Save & Publish button at the bottom of the screen to add the appointment to the schedule.
Creating General Events
General Events work similarly but do not require a customer account or service location.
To create a General Event:
Select General Event as the appointment type
Fill out the event details
Tap Save & Publish
This is commonly used for:
Team meetings
Training
Office events
Internal scheduling blocks
Other non-customer appointments
Viewing Team Member Calendars
The mobile app also allows users to switch between team member schedules directly from the Schedule page.
To view another calendar:
Open the Schedule page
Select My Schedule
Choose the team member whose schedule you want to view
This makes it easy to check availability, coordinate scheduling, and view upcoming appointments for different members of the team directly from the mobile app.