Subscription Tier: Starter, Pro
CalOps is a real-time operations panel that appears alongside your calendar on desktop screens. It gives you an at-a-glance snapshot of your business — upcoming jobs, open quotes, overbooked inventory, and overdue pickups — plus a delivery/pickup timeline and a live context panel that updates as you interact with the calendar.
CalOps appears automatically as a side panel to the right of your calendar when you're on a screen 1180px or wider (typical desktop or laptop). On smaller screens or tablets, the CalOps panel stacks below the calendar.
You don't need to enable or configure anything — CalOps is always available on the calendar dashboard.
The top section of the CalOps panel shows four key metric cards that summarize your current business state:
Shows how many events are scheduled in the next 7 days and when your next job starts (e.g., "Next job Mar 15"). Click Open schedule to jump the calendar to today's date.
Shows the number of quotes in draft, sent, or pending status along with the total dollar value of your open pipeline (e.g., "$12,450 open pipeline"). Click Open quotes to jump directly to the Quotes section.
Shows how many inventory items have shortages across future events and how many events are affected. Click Review events to switch the bottom panel to a detailed list of overbooked events. See Overbooking Alerts for full details on this feature.
Shows how many past events still haven't been marked as picked up beyond your configured threshold (default: 2 days). Click Review pickups to search the calendar for events needing pickup attention.
Click the Refresh button in the top-right corner of the snapshot section to manually update all four metrics with the latest data.
The middle section shows a timeline of upcoming deliveries and pickups over the next 14 days (up to 12 entries). Each entry is color-coded:
Each entry shows:
Click any entry to jump the calendar to that date and highlight the event.
The bottom section is a dynamic card that automatically updates based on what you're doing in the calendar.
The panel shows event details at a glance:
The panel shows a day summary:
The panel shows general calendar status:
When you click Review events from the Overbooked Items snapshot card, the live context panel switches to show a detailed list of all future overbooked events. For each event you'll see:
Click Back to Live Context to return to the normal view.