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Schedule management

In This Article

Customize your view

The calendar in Schedule is where you can see everything in one place. How you choose to set your display will depend on whether you are assessing the overall work to be done, scheduling employees, or planning your own day.  Pick the view that works best for you so you can coordinate work efficiently. 

  • Month is a big picture overview that groups projects by day in chronological order.
  • Week (desktop only) is an agenda view that groups projects by hour and shows the current work week so you can plan ahead.
  • 3-day (mobile only) allows you to look ahead just like the Week view, but it was specially designed for the smaller screen.
  • Day is also an agenda view that groups by hour so you can plan your day effectively.

Use the arrows on either side of Current to jump to past dates or future dates in your view. If you ever get too far away, click Current to jump back to today's date.

Additional settings to help customize your view.

  • Show Estimates adds pending quotes to your view. Although they aren't approved yet, this helps you prevent scheduling conflicts when they turn into projects. 
  • Show Weekends adds Saturday and Sunday to the view, which is helpful if your workdays are not limited to weekdays.
  • Filter by Employee helps employers track assigned jobs while employees can use it to plan their day. Employees must be users to be assigned to projects and appear in the filter.

Viewing the schedule

See all your existing projects arranged according to start and end times to help you plan your day. Hover over the top to view a quick summary of the occurrence including the customer, project address, start date, and end date. Click to open project details.

We added quick actions in the upper right corner so you can create a new estimate, project, or event anytime without leaving the calendar.

Adding events

The calendar is a great resource for planning to avoid scheduling conflicts, but don't forget about other events in your day that need to get done in and around jobs. Whether it is a business errand, administrative work, or picking your child up from daycare, don't forget to block your calendar. 

An Event is any part of a worker's scheduled day that is not connected to a project or customer.

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Schedule.
  3. Go to the Add Event action in the upper right corner.
  4. Give your event a Name (Example: Dentist appointment)
  5. If there are multiple users in your account, assign this event to you.
  6. Add the calendar and clock widgets to set the date and timeframe for your block.
  7. Add the address (if applicable).
  8. Click Save.