How do I use the calendar view?
To access the Calendar view, go to Plan > Calendar. You'll mostly use the Calendar view to automatically plan and schedule jobs (see How do I automatically schedule jobs?) but you'll also need to use it to review and confirm your schedule. Here are a few tips for navigating the Calendar view and its features.
Navigating the Calendar view
When you select the Calendar, it will display the Monday of the current week. Scroll up and down to view earlier or later times and scroll right to view the other days of the week.
By default, you'll see a column for each worker, and a column for unassigned jobs, along with a total of the expected job value for that worker on that day. To only view jobs for a selected worker or only view unassigned jobs, use the menu in the top-right corner.
The Calendar will be blank until jobs are scheduled. Jobs that have been tentatively scheduled (but not confirmed) using the automatic scheduling feature will be shown in light blue.
Jobs that have been scheduled manually, or using the automatic scheduling feature and confirmed, will be shown in dark blue. Only confirmed jobs will be shown in the Work view.
Tap on a job to view more details, navigate to the customer's page, or Reschedule the job.
Click the menu icon in the top-right corner to:
- select which worker's calendar is displayed (or view unassigned jobs)
- view another week
- toggle the
Duration sizedoption on or off.Duration sizedhelps to show how long each job is scheduled for, but some information such as the address or service may not be displayed.
Review and confirm a single day
If you've used the automatic scheduling feature, you'll need to review and confirm all the tentative jobs.
Tap on a job to view all the details you need when reviewing your schedule: customer tags, the address, weather forecast, duration, job cost, any notes about the job, and customer balance. You can also tap Reschedule to manually reschedule the job for another day and time or click Customer to view the customer page.
Click on the calendar icon at the top of the day's column to confirm all the tentative jobs for that day and notify your customers.
Review and confirm an entire week
To confirm all the tentative jobs for an entire week, click Schedule in the bottom-right corner.
