Using the schedule (Day / Week / Month / Map)
Book and move jobs, read job-status colors, and switch between calendar and map views.
The Schedule is your dispatch board. Switch between Day, Week, Month, and Map views to plan crews and routes.
- 1Open Schedule from the sidebar.
- 2Click an empty time slot to book a new job, or drag an existing job to reschedule it.
- 3Assign one or more technicians — the job is color-coded by the primary tech.
- 4Switch to Map view to see the day's stops as an optimized route.
Reading job-status colors
- Solid tech color = Scheduled
- White fill with colored border = On My Way / Active
- Solid grey = Paid (finished, nothing owed)
- Red/white stripes = Needs Invoice
- Grey with red border = Balance Due
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