Scheduling in CoreBridge EVO brings team calendars together so you can see commitments, add events, and tie work to orders or estimates. This article explains how to open scheduling, choose which calendars appear, create and edit events, link records, and use record shortcuts. It replaces legacy labels (such as the green plus and Save & Continue) with the controls shown in EVO.
Table of Contents
To open scheduling, go to Sales / Scheduling. The page title reads Scheduling. The calendar appears on the right; the Scheduling Options column on the left holds record shortcuts and filters.
Scheduling Overview
a. In EVO, calendar visibility is controlled from the calendar button in the top app bar (the same strip as quick search and tasks). A panel opens with Calendar Favorites and All Calendars. Use those lists to choose what appears on the schedule. Click View Calendars to open the Calendars list page, where each calendar shows color and name. This replaces the legacy scheduling toolbar checkboxes and the separate Calendars icon flow.
b. Click the + (Add Event) control beside the month heading to create an event. In the legacy app this was a green plus button.
c. Use Previous month and Next month to move the visible range. How far the view moves depends on the active range control (Month, Week, Day, or List).
d. Click Today to return the calendar to the current date when you have moved to another range.
e. Click Month, Week, Day, or List to change how events are laid out on the page.
Viewing Calendars
You can change which calendars feed the scheduling view at any time using the top-bar calendar control described above.
1. While on Sales / Scheduling, click the calendar button in the top app bar.
2. On the All Calendars tab, select the calendars you want reflected on the schedule (or use Calendar Favorites when favorites are configured).
3. Optional: click View Calendars to open the Calendars list for a full-page review of calendar names and colors.
Note: Events you add from Sales / Scheduling appear on the calendar you assign in the event. The legacy path My Profile / Calendars is replaced in EVO by the combination of the top-bar calendar control and the Calendars list; events still stay in sync with the calendars you include in your view.
Adding Events
Create events directly from Sales / Scheduling so installs, meetings, and reminders stay with the right calendar.
1. Click + (Add Event).
2. In the Add event window, work in the Event Details area and complete the fields:
a. Title (required): short name for the event.
b. Calendar (required): choose the calendar from Select Calendar.
c. Categorize: open Select categories to apply one or more calendar event categories. Administrators maintain those values under Settings / Calendar Categories (EVO path; legacy used Settings / System / Calendar Categories).
d. Set Start Date and End Date. Clear All Day when you need specific start and end times. Use the repeat dropdown (defaults to Does not repeat) when the event should recur.
e. Expand Address and enter street, city, state, postal code, and country when a location applies.
f. Add a Description if you want more context on the event.
3. To tie sales work to the event, use Add Linked Record in the Linked Record section (see Linking Estimates or Orders).
4. Complete any Quick Custom Fields your company exposes on calendar events.
5. Click Save to store the event, or Cancel to discard. EVO uses a single Save action here instead of legacy Save & Continue and Save & Close.
Note: Calendar event Status and Substatus values still come from Settings / Workflow / Workflow Statuses on the Calendar Event tab and from linked substatuses under Settings / Workflow / Substatuses. After an event exists, open it from the calendar to review or change details, including workflow fields your administrator enabled.
Note: Click an existing event on the calendar anytime you need to edit it.
Linking Estimates or Orders
Linking shows the related estimate or order on the event so the team sees context on the schedule.
1. In Add event or when editing an event, stay on Event Details and click Add Linked Record.
2. In Select A Record to Link, use the Order / Estimate control to pick the document type, then choose the record (use search when the list is long).
3. Click Save on the picker to return to the event.
4. Click Save on the main event window to finish.
Record Shortcuts
Record shortcuts let you drag an open order or estimate onto the calendar so the event is created already linked to that record.
Overview
a. The Scheduling Options column sits to the left of the calendar. Use the panel control beside Scheduling Options to collapse or expand the column (EVO groups shortcuts under that heading instead of only an expansion arrow label).
b. The first dropdown filters the shortcut list (for example Open Orders); switch to the estimates option when you need estimate-driven work.
c. The second dropdown filters by status (for example All Statuses).
d. Under Display Levels, toggle Order, Line Item, and Destination. Each control shows ON when that level is included. Icons on each row still indicate the record level.
e. Turn on Only show records without Events to hide records that already have a linked calendar event.
f. Use Search to find a specific company or document.
g. Records group by company; use the grouping control to switch sort direction when it is available.
h. Drag the row using its drag handle onto the calendar to start a new event at that date or time.
Note: Dropping a record on a Month view still creates an all-day event by default; dropping on Week or Day creates a one-hour block anchored to the time you chose, matching legacy behavior.
Using Record Shortcuts to Add an Event
1. Grab the drag handle on the shortcut row.
2. Drop the record on the correct day or time slot.
3. Complete Event Details in the window that opens.
4. Click Save.
Note: After you save, the originating record shows an indicator that it is linked to a calendar event, consistent with the legacy experience.