Scheduling
Book appointments and keep the bays full
CSM’s scheduling tools let your team book appointments for specific customers, vehicles, and service types — then convert a scheduled appointment into an active Repair Order with one click when the vehicle arrives. No re-entering information, no wasted time at drop-off.
- Schedule appointments tied to specific customers and vehicles
- View appointments in a clean calendar or list layout
- Convert a scheduled appointment to an active RO when the vehicle arrives
- Customer and vehicle details carry over automatically — zero re-entry
- Filter the calendar by technician, service type, or date range