5 November 2026 — Scheduling and sales calendar updates

This note describes the current release candidate after the last verified live Theia build. These features are in the application source and QA path; publication of this note does not establish that they are available in production. Check your company access and deployed application before relying on a control.

Swap a resource for one week

The assignment weekly scheduler can stage a same-type replacement, then move the original resource's saved slots for the displayed Monday–Sunday week when you select Save. A replacement booked elsewhere that week needs an explicit double-booking confirmation. The popup blocks other edits while saving and refreshing, and an uncertain result requires retrying the same choice or reopening the scheduler. Other weeks keep their bookings. Follow the swap steps.

Set a contract default start time

Default start time on contract details and the shared edit panel supplies the time for future resource allocations on that contract. Explicit resource times remain separate. Changing or clearing the default does not rewrite saved slots or timesheets. Set the default.

See follow-ups and customer records

Sales Manager → Calendar brings customer and enquiry follow-ups into Day, Week, Month, Year and Schedule views. Team selection, search, calendar colours and an anchored follow-up detail support review. Complete a reminder with a structured outcome or reschedule it; those actions save to the CRM. Calendar does not allocate resources.

Customer Records is a dedicated third tab with searchable and filterable direct and enquiry history. A new record can capture performed facts and a next follow-up; permitted older enquiry history can be linked deliberately without moving its owner or documents. The ordinary activity section remains available outside the tabs. Use Calendar and Records.

Connect Outlook or Google

An eligible user can connect either Outlook or Google Calendar to sync assigned follow-up dates and times both ways with a dedicated UpRate calendar. One provider is active at a time. Selected additional provider calendars appear read only in UpRate. Provider deletions do not remove CRM reminders. Connect and manage a calendar.

Navigation and everyday refinements

At phone widths, Sales Manager, Resource Manager and Invoice Manager have bottom navigation, with a menu for other destinations. The Scheduler aligns its day cells, offers clearer colour controls and can retain the resource notes display choice during a session. Sales enquiry document actions, customer colour selection and follow-up detail have also been refined. These changes retain existing company and module access rules.