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Schedule Tab Overview

Overview of the main features of the Schedule tab. This tab serves as your central visual calendar for managing all booked jobs. It allows you to see your team's availability, get quick details on any job, and filter the calendar by different views or team members.

Navigating to the Schedule Tab

  1. From the main navigation menu on the left side of the screen, click on the Schedule tab.
  2. This will open the main calendar, which displays all scheduled jobs in a visual layout.

Understanding the Calendar View

  • Job Blocks: Each job appears as a colored block on the calendar at its scheduled date and time.
  • Color-Coding: The jobs are color-coded to represent their status. For example, a "Canceled" job may appear red.

Viewing Job Details

You can quickly see the details of any job without leaving the calendar.

  1. Move your mouse and hover over any job block on the schedule.
  2. A pop-up window will appear, displaying a summary of the most important information:
    • Job Status (e.g., Canceled, Confirmed)
    • Client's Name
    • Scheduled Date and Time
    • Job Address
    • Assigned Team Member(s)
    • Job Type (what the job is)

Navigating and Filtering the Schedule

The Schedule tab provides several tools in the top-right corner to help you organize your view.

Changing the Calendar View (Daily, Weekly, Monthly)

  • You can change the calendar's display to show a single day, a full week, or an entire month.
  • Click on Daily, Weekly, or Monthly in the top-right corner to toggle between these views.

Navigating Dates

  • At the top of the calendar, you will see the current date range being displayed.
  • Click the < and > arrow icons** next to the date to move to the next or previous day, week, or month.
  • Click the Today button to instantly return the calendar view to the current date.

Filtering by Team Member

This is a powerful feature to see a specific team member's schedule.

  1. In the top-right corner (near the Search bar), you will see circular icons with the initials of your team members.
  2. Click on the icon of the team member whose schedule you want to see (e.g., "Sophie Onboarding").
  3. The calendar will automatically filter and update to show only the jobs assigned to that specific team member.
  4. You can click on another team member's icon (e.g., "Jack Stephens") to switch the view to their schedule.