A deeper look at the portal's functional capabilities, how turns flow through the system from scheduling to completion and invoicing.
From the Calendar or Turn Board, click the teal plus (+) button in the bottom-right corner. Select either "New Turn" or "Occupied Service" depending on the work type.
Fill in the following information for the unit, then click Next to begin scheduling services.
For each service, choose a vendor from your preferred list. You can add optional add-ons (like primer or extra coats for painting) during this step. Use the heart icon to favorite a vendor or remove them from future vendor lists.
If the unit requires resurfacing, select a date that fits the current schedule. There are no core service options for resurfacing, select the appropriate add-ons, then choose a vendor.
A summary screen shows all scheduled services, dates, and estimated costs. Review everything, then click Save Turn to confirm. Your turn is now scheduled and vendors will be notified.
Tip: Need to adjust something after saving? See the "Update a Scheduled Turn" guide on the Add Services to a Scheduled Turn training page.
Our team can walk you through it live, book a quick call.
