The calendar
Book jobs to team members and equipment, move bookings, and check a job at a glance.
The Scheduler icon brings you back to the calendar, the screen the Scheduler opens on. It has three parts: the calendar of bookings on the left, the jobs list waiting to be booked, and the job details panel for the job you have selected.
The calendar
Each row is a team member or a piece of equipment, and each block is a booking. The date is shown across the top. prev and next move a day at a time, and today comes back to today. The strip of dates under the calendar jumps to any day in the two weeks either side.
- Toggle full day, the calendar icon at the top left, switches between 6am to 6pm and the whole 24 hours.
- Drag a booking along its row to change its time, or onto another row to give it to someone else. Drag either end to make it longer or shorter. Bookings move in 15-minute steps.
- Click a booking to show its job in the job details panel.
- A phone icon beside a team member’s name means they have a mobile number. Click it to open Send message to and their name, type the message, and click Send.
The jobs list
The jobs list holds the jobs you can book. Drag a job onto a row of the calendar to book it there for an hour, then drag the end to change the length.
| Control | What it does |
|---|---|
| Create New Job | The icon above the list opens the job form. |
| Search | Finds jobs by name, number, details, customer, order number or address. Clear empties it. |
| Select Status | Starts on ALL. Choose a job status to show only those jobs. |
| Unassigned, Assigned, All | Show jobs with no bookings, jobs with bookings, or both. |
With ALL selected, the list leaves out completed, voided and admin jobs. Choose their status in Select Status to see them.
The job details panel
Job Details shows the selected job’s Job Number, Job Name, Customer, Order No, Date Required, Description, Contact and Address. Under them, Bookings lists the job’s bookings. Click one to move the calendar to that day. Images shows the job’s photos.
- Status - Tap to update opens a list of job statuses. Click one to change the job’s status.
- Edit Job opens the job in the job form.
- View Job Transactions opens the job’s lines in Invoicing.
The booking menu
Right-click a booking on the calendar to open its menu:
| Option | What it does |
|---|---|
| Get Help | Flags the job so it is shown at the top of the jobs list. |
| Add Time Entry | Opens a time entry for the booking’s team member and job, to record the time worked. |
| Remove Booking | Takes the booking off the calendar straight away. The job itself is kept. |
Remove Booking does not ask you to confirm. If you remove the wrong booking, drag the job onto the calendar again.
See also
- Book a job to a team member - a first booking, step by step.
- The header bar - every icon along the top.
- Timesheets - the time recorded from bookings.