Tasks & appointments

Assign work, book visits, manage reminders and close out the day.

• Create and assign a task

  Record work to be done, give it an owner and deadline, and check the saved task.

  8 min read · Video walkthrough
• Find and filter tasks

  Find your work, another teammate’s tasks, overdue items or a completed task.

  5 min read · Video walkthrough
• Edit, complete or reopen a task

  Change a saved task, mark the work finished and reopen it when more work is needed.

  6 min read · Video walkthrough
• Use task checklists and subtasks

  Separate quick checks from work that needs its own task record.

  5 min read · Video walkthrough
• Link a task to a lead or vehicle

  Keep the task beside the person and vehicle it concerns, without sending a customer message.

  4 min read · Video walkthrough
• Set task reminders

  Choose a reminder time and verify it on the saved task.

  5 min read · Video walkthrough
• Add task notes and documents

  Give your team context, attach supporting files and recover an interrupted upload.

  5 min read · Video walkthrough
• Manage task prerequisites

  Show which work must finish first, resolve a blocked task and review an administrator override.

  6 min read · Video walkthrough
• Use the task board

  Review work by status or priority and check the result after moving a task.

  4 min read · Video walkthrough
• Update several tasks at once

  Select tasks in Table, review the action count and apply a shared update.

  5 min read · Video walkthrough
• Review escalated tasks

  Find work escalated to you, review its owner and resolve the outstanding task.

  4 min read · Video walkthrough
• Save a task as a template

  Reuse a task’s structure while reviewing what the template leaves out.

  5 min read · Video walkthrough
• Create tasks from a template

  Choose a reusable workflow, preview its dates and owners, then check the created tasks.

  7 min read · Video walkthrough
• Review task analytics

  Review missed deadlines, escalations and completion trends, then open current work that needs attention.

  7 min read · Video walkthrough
• Book and manage appointments

  Book a customer visit, prepare the team, check the customer’s confirmation and record the outcome afterward.

  11 min read · Video walkthrough
• Change an appointment

  Edit saved details, move a visit, and confirm the arrangement and reminders afterward.

  6 min read · Video walkthrough
• Manage appointment prep tasks

  Create or attach preparation work, check ownership, and distinguish detaching a task from completing it.

  5 min read · Video walkthrough
• Manage appointment reminders

  Choose the recipient and reminder time, check reachability, and review reminders after a date change.

  6 min read · Video walkthrough
• Use the customer appointment link

  See the customer’s actual email and carvio.link page, then reschedule, cancel or recover an unavailable time.

  8 min read · Video walkthrough
• Record appointment outcomes

  Record an attended visit, no-show or cancellation, clear Unresolved and check next-day follow-up.

  7 min read · Video walkthrough
• Use My Day and Calendar

  Review your assigned agenda and use Calendar to find, create or move appointments and tasks.

  5 min read · Video walkthrough
• Configure appointment settings

  Review the unresolved waiting period, appointment lengths and customer booking times without changing existing visits unintentionally.

  6 min read · Video walkthrough
• Recover appointment problems

  Recover a failed load or save, missing prep task, unreachable reminder or unavailable customer link without duplicating work.

  5 min read · Video walkthrough