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.

  1. 1Open Schedule from the sidebar.
  2. 2Click an empty time slot to book a new job, or drag an existing job to reschedule it.
  3. 3Assign one or more technicians — the job is color-coded by the primary tech.
  4. 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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