Every promised date and every deadline, on one month
One collision shop's July, whole. Month and Week at the top, five filter chips, and a legend in four colors. Look at any square and you will notice what is missing: there is no time on anything, because a Claimory calendar entry answers what day and never what hour.
Two views, and only two
Month and Week. There is no day view on the desktop and no agenda list, because a shop month is scanned rather than read line by line.
Five chips, four of them colors
Deliveries, Deadlines, Appointments, Follow-ups and Event. Deadlines is the odd one out: it is the task pass, which is why you cannot create a Deadline from this screen.
A title, a note, and a running count
Title and note share a four hundred character budget on a new entry, and the dialog counts down as you type, so nothing is truncated on you after you save it.
Most shop software makes you keep a task list and a calendar in step by hand, which means one of them is always wrong by Thursday. Claimory does not synchronise them, because there is nothing to synchronise: the calendar reads the tasks.
One of them arrives on its own
Every task with a due date inside the month you are looking at, as long as it is not Done. Nobody copies it over and nobody remembers to. Close the task and it stops appearing.
A deadline that arrived this way is not editable from the calendar. The task is the record; the month is showing it to you. If you want to change the date, you change the task.
A calendar entry, in one of four kinds. Anyone on the team can add one and everyone sees it. You can edit and delete the ones you created, and you cannot edit somebody else's.
If an entry already points at a task, the automatic pass drops that task, so the day shows it once rather than twice. Entries landing on the same day with the same kind and the same title collapse the same way.
Four markers, and no custom ones
A fixed set, the same in every shop, which is what makes a color mean something when a manager scans a month from across the office.
- DeliveryThe day you told the customer the car would be ready. Stored as PROMISED_DATE, and it is the marker most worth putting on a month, because a promised date nobody wrote down is the one that slips.
- AppointmentA drop-off, a pickup, an adjuster coming in. Anything where somebody has to be at the shop on a given day.
- Follow-upThe day to chase something that is not yours to finish: an approval, a part, a carrier who has gone quiet.
- EventEverything else a shop's month holds. A team meeting, a vendor visit, a loaner going out for service, an inventory audit.
The calendar is not the only door
- 01
Add Event, on the calendar itself
Pick a day, pick one of the four markers, give it a title and a note. Title and note share a four hundred character budget, which is room for the detail that matters without turning a square into a paragraph.
- 02
Schedule Appointment, from the claim
Opened from a claim rather than from the calendar, so the entry lands already carrying that claim. The title writes itself from the customer name or the claim number, and the entry shows up on the month with the claim on it.
- 03
Ask Claimory AI
Claimory AI can put an event on the calendar and attach it to a claim by claim number. Like every other write it makes, the event is proposed and you confirm it. Nothing lands on the month on its own.
The second door is the one worth using. An entry created from a claim carries that claim, and a claim number on a calendar entry is the difference between "adjuster visit at 9" and knowing which car the adjuster is coming to look at.
Tap a day, get the day
The phone shows the month as dots rather than titles, because a square that fits three lines on a monitor fits none on a handset. Tap a day and it opens underneath with a count and the full list: what kind each one is, and the claim number where it has one.
It runs in the browser the phone already has. Nothing to install, and the same workspace rules apply: everyone sees the shop's month, and you can change what you created.
Where the deadlines come from
A day planner, not a booking engine
Every line below is something scheduling software is usually sold on. None of it is in Claimory today, and a shop finding that out in month two is worse for everybody than reading it here.
A day, not a time slot
An entry is filed on a date. If a time matters, type it into the note and it rides along on the entry, but the calendar does not sort by it, block it out or reserve it.
Nothing reminds you
No reminder is sent before a calendar entry, to you or to the customer. Not by SMS, not by email, not in the app. The month is a shared surface you look at, not something that pages you.
No repeating entries
A weekly adjuster visit is fifty-two entries, not one rule. The calendar does not expand a pattern for you.
No dragging a date
To move something you open it and change the date. There is no drag to reschedule.
No capacity and no overbooking guard
The calendar will let you put twelve deliveries on a Tuesday. It does not know what your bay can absorb and it will not stop you.
Deleting is deleting
Removing an entry removes it. It is not archived and it does not go anywhere you can get it back from.
Asked before a shop commits
- How does the calendar work in Claimory?
- The Claimory calendar is one month or week grid holding two different kinds of date. Any task with a due date inside the month you are viewing appears on it automatically as long as it is not Done, and on top of that anyone on the team can add four kinds of marker: Delivery, Appointment, Follow-up and Event. Both kinds land on the same squares, so nobody copies a task due date onto the calendar and nobody keeps two lists in step.
- Does a Claimory calendar entry have a start time and an end time?
- No. A calendar entry is filed on a date. There is no start time, no end time and no duration on it, so Claimory cannot build a time-slot grid, reserve an hour or measure how long an appointment takes. A time that matters can be typed into the entry's note and it shows on the entry, but it is text rather than a time the calendar understands.
- Does Claimory send a reminder before a calendar event?
- No, and we would rather say so than imply it. Nothing sends a reminder before a calendar entry, to the shop or to the customer, by SMS, email or in-app alert. The Claimory calendar is a shared surface the team reads, not a system that pages people. Customer messages in Claimory are sent by a person from the claim.
- Do task due dates show up on the Claimory calendar automatically?
- Yes. Any task with a due date in the month being viewed appears on that day without anyone copying it over, as long as the task is not Done. If a calendar entry already points at that task, the automatic pass drops the task so the day shows it once rather than twice. A deadline that arrived this way is not editable from the calendar, because the task is the record and the calendar is showing it.
- Can a Claimory calendar entry be tied to a claim?
- Yes. An entry can carry a claim, and the claim number shows on the entry in the week view and in the day list on a phone. The usual way to create one is to open the claim and use Schedule Appointment there, which creates the entry already linked. Claimory AI can also add an event and attach it to a claim by claim number, and like every other write it makes, a person confirms it first.
- Who can see the Claimory calendar and who can change what is on it?
- Everyone in the workspace sees the whole shop calendar and anyone can add to it. You can edit and delete the entries you created and you cannot edit somebody else's. Task deadlines that appear automatically are not editable from the calendar at all.
- Can a customer book an appointment on the shop calendar themselves?
- No. A customer cannot book or request an appointment from Claimory today. The shop adds the appointment, usually with Schedule Appointment on the claim, and it stays on the shop calendar; the customer's Claimory status page and customer account do not show it today.
- Does the Claimory calendar work on a phone?
- Yes, in a mobile browser with no app install. The month grid marks the days that carry something, and tapping a day opens the list underneath it with a count, each entry showing its kind and its claim number where it has one.
- Can I set up a recurring calendar entry, or drag one to another day?
- Neither today. There is no recurring calendar entry in Claimory, so a weekly adjuster visit is created week by week, and there is no drag to reschedule: open the entry and change its date. There is also no capacity limit and no overbooking guard, and deleting a calendar entry removes it rather than archiving it.
- Does Claimory's calendar sync with Google Calendar or Outlook?
- No. There is no two-way sync with an external calendar. The Claimory calendar is the shop's own surface, and what makes it worth reading is the thing an external calendar cannot do: showing the claim a date belongs to.
- Can I export the Claimory calendar?
- Not from the calendar itself. Claims export to CSV from the Command Center Export Center and a single claim exports as a claim report PDF, but there is no calendar export today.
- Is the calendar included on every Claimory plan?
- Yes. The calendar is on every Claimory plan, starting at Starter at $49.99 per location per month, with no per-plan limit on how many calendar entries a month can hold.
Put next month on one screen
The calendar comes with every Claimory plan, from $49.99 per location per month, with no cap on entries. The task deadlines start showing up the day you give a task a due date.
No credit card. Works with CCC ONE and Mitchell.
Works in the browser on the phone your team already carries.