Accessing the Calendar #
Click Calendar in the left navigation menu.
Calendar Views #
- Month: See the entire month at a glance – best for long-term planning
- Week: Detailed view with time slots – best for weekly planning
- Day: Focused single day timeline – best for day-of operations
- List: Chronological list of jobs – best for reviewing schedules
Color Coding #
- Blue: Scheduled
- Yellow: In Progress
- Green: Completed
- Red: Canceled
- Gray: Pending
- Orange: On Hold
Scheduling New Jobs #
Quick Schedule From Calendar #
Rescheduling Jobs #
Drag and Drop #
Click, hold, and drag a job to the new date/time.
Edit Method #
- Click on the Work Order on the Calendar
- Windows will slide to the left
- Click the field you want to Edit
- Save
Filtering #
Filter by status, priority, technician, or job type.
Tips for Effective Scheduling #
- Leave buffer time between jobs for travel
- Schedule nearby jobs on the same day
- Schedule high-priority jobs first
- Review daily schedule each morning
- Communicate changes promptly
