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Docs Scheduler The header bar

The header bar

What each icon along the top of the Scheduler opens, from left to right.

Last updated 16 Oct 2026

Overview

The blue bar across the top of the Scheduler is how you move around it. Each icon opens one part of the app, and hovering over an icon shows its name. Each name below links to the page that explains that screen.

The Scheduler header bar: the logo and clock, the job icons, the search box and the screen icons
Icon What it does
Create New Job Opens a new job for a customer, over the screen you are on.
Cash Sale Opens a job set up for a counter sale. Shown only when point of sale is switched on.
NeedsPoint Of Sale enabled? switched on (Settings › Feature › Point Of Sale)

The Search box finds customers and jobs by name, number, description or address.

Icon What it opens
Issue Sales Credit Note A credit note for a customer, which Smartworks creates in Xero.
Purchase Orders Purchase orders to your suppliers, and receiving them.
Timesheets Time recorded by your team, by week or month.
Invoicing Time and materials waiting to be invoiced.
Jobs and Quotes Every job and quote, with search.
Customers Your customers, their contacts, jobs, quotes, invoices and notes.
Customer Assets Equipment you look after for customers.
Recurring Jobs Jobs that repeat on a schedule.
Products and Services Your products, and stock for tracked items.
Scheduler Back to the calendar.
Settings Company, users, feature settings and the Xero connection.
Log out Signs you out, after asking you to confirm.

See also