The Schedule – Calendar

Watch the video or scroll down for step-by-step instructions.

Tiers: Scaling Up and above

Step-by-step instructions . . .

1

In this tutorial, we'll cover details of the one of three modules that make up the Schedule – the Calendar. To focus on showing the calendar, we'll uncheck Unscheduled and Map.

2

At the top left, access filter options for the Calendar. You can filter by type of work, choose to see all regular route stops as well as work orders, or filter down to one or the other. If you want to see only work orders, you can specify a particular work order type. You can also choose to hide finished work and view only what needs to be completed, as well as filter by tech.

3

On the left, you see names of all the user accounts in the company, both techs and admins (since both are eligible to have work scheduled). If you want access a user account from here, just click their name and the profile screen will open.

4

The calendar of scheduled work updates as work is completed in field. Each square is a summary of that person’s assigned work for that day. We call each square a Route Summary.

If a Route Summary square is gray, it’s either in the past or it has no work scheduled. Each summary also gives you the estimated duration of that route, based on your default setting for route stop duration and projected drive times between each stop.

Click the dots in square’s top right corner to access options for managing work. You can move some or all to a different day or tech, and choose a one-time move or permanent move. You can also add a new work order and optimize this tech’s route for this day.

5

When you click on the Route Summary, an expanded view called the Route Detail opens on the right side. You'll see more information about work assigned, including customer name and location. If there are work orders, you will see a label for work order type.

If you want to rearrange the order of work, click and drag and drop to place a route stop or work order in a new spot.

At the top, you have same options to move work, add a work order, optimize this route, or mass email these customers.

6

Route Detail gives you another way to move work. Click and hold, then drag it over to the tech and day you want to move it to, and release. A move box pops up, asking you to confirm details of the move. It defaults to a one-time move, but you can make it permanent. Click Move Stop when the details are what you want, and that move will occur.

If you want to collapse Route Detail, either click X in top right corner or click on Route Summary again and it will fold away.