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Features

Built for service businesses

Every feature in Simple Scheduler was designed around the real workflows of field service teams. Simple Scheduler is one online tool that lets you build employee schedules, take customer appointments, send customer invoices, and pull custom reports, all from the same calm, drag-and-drop interface. Whether you're running a two-person crew or a multi-team operation, the platform shapes itself around how your business actually works.

01 / Employee Scheduling

Employee Scheduling

Build, customize, and publish team schedules in minutes, and adapt the moment something changes. Cutting-edge scheduling logic and drag-and-drop swaps mean shift coverage, time-off, and last-minute changes never derail the rest of the week.

  • Build weekly schedules in minutes with a drag-and-drop interface.
  • Publish instantly, your team sees their shifts the moment you save.
  • Handle shift swaps and time-off requests without the paper trail.

Time off and sick days, handled

When someone calls out, drag a teammate from their regular team into the day's roster and drop a replacement in their place. Team calendars and daily schedules update across the system automatically, no rebuild required.

02 / Customer Appointments

Customer Appointments

Book one-time appointments or set up recurring visits with the frequency, length, and notes that match each customer. A flexible drag-and-drop calendar adapts to your business so you spend less time juggling and more time serving clients.

  • Book recurring and one-time appointments from a single calendar.
  • Automatic reminders reduce no-shows without any manual follow-up.
  • Attach notes, photos, and job details to every appointment.
03 / Reporting & Analytics

Reporting & Analytics

Measure the efficiency and productivity of your team without spreadsheets. Custom reports surface the patterns, trends, and bottlenecks behind your day so you can make data-driven decisions about who to hire next, which services to grow, and where to tighten the schedule.

  • See completed jobs, revenue, and team performance at a glance.
  • Filter reports by employee, service type, date range, or customer.
  • Export to CSV for payroll or accounting integrations.
04 / Invoicing

Invoicing

Bill customers the moment a job is finished and stop chasing down open invoices. Generate professional invoices, track outstanding balances, and connect to QuickBooks so the books and the schedule stay in sync.

  • Generate and send invoices the moment a job is marked complete.
  • Track outstanding balances and payment status in real time.
  • Professional invoice templates that reflect your brand.
INV-2026-0418

Pham Family

Linden Ave. · due May 19, 2026
Paid
Bi-weekly clean
May 5 · 9:30 to 11:00 AM · 1.5h
$165.00
Carpet shampoo (add-on)
2 rooms · half pricing
$45.00
Tax (8.25%)
CA
$17.33
Total
$227.33
Feature deep-dives

Pick a feature, see how it actually works.

Four shipping deep-dives today, with the operational story behind the design and the FAQs we get from customers most often. Six more land as the underlying PRDs ship.

Online booking widget showing customer-facing self-scheduling

Online booking

Embed a customer-facing booking widget that respects your availability, routing rules, and recurring options.

See the walkthrough
Route optimization view showing a sequenced list of stops

Route optimization

Cut drive time by ordering each crew's day around the shortest practical path between jobs.

See the walkthrough
Recurring job rotation calendar in Simple Scheduler

Recurring jobs

Weekly, bi-weekly, monthly, and custom-interval recurring appointments that survive crew swaps and holidays.

See the walkthrough
Customer reminder message preview on a phone screen

Customer reminders

Email and SMS reminders, confirmation flows, and the 24-hour rule that actually cuts no-shows.

See the walkthrough

Crew dispatch

Assign jobs to crews, communicate the day's work to the field, and reassign on the fly when things change.

Quotes and invoicing

Fixed-price and per-visit quotes, completed-job invoicing, and connections to your accounting stack.

Payments

Card-on-file, recurring billing, and on-completion charges, with reconciliation against your invoices.

Customer portal

A self-serve portal where customers manage upcoming visits, reschedule, pay, and view past invoices.

Team permissions

Granular roles for dispatchers, crew leads, crew members, and office staff, with no seat penalty for owners.

Reports

Completed jobs, revenue, team performance, and the operating metrics you actually use, ready to export.

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See it all working together.

All four modules, one platform, one login, one place to run your day.