Schedule Module

Manage Field Employee Schedules and Jobs

To manage job schedules for your field team:

• Go to the Schedule tab at the top of your screen.

Note:

• If the tab is grayed out, you don’t have access to it.
• If it’s missing completely, your company plan may not include it.

What You Can Do on the Schedule Page

• See job schedules for all field employees
• Create new jobs
• Assign jobs to team members

Schedule Module Settings

Settings for the Schedule module are managed in the backend, under Schedule Settings. These include:

• Calendar View options
• Job color codes
• Service types
• Task templates
• Job On Hold Reasons

Timeline View (Default View)

The Timeline View shows a daily schedule grid, broken down by hour.

• All field employees are listed—even those without scheduled jobs.
• Jobs appear as colored blocks, based on job type.
• Color codes can be customized in Schedule Settings.

Navigating the Calendar

• Change Dates: Click the date to choose another day, or use the arrows to move forward/backward.
• Search: Find jobs, customers, or employees using the search bar.
• Filter by Group: Use the dropdown to show only certain employee groups.
• View Job Details: Hover over a job to see its full details.

Job Status Icons

Job statuses are shown with icons that update as the job progresses:

View by Day, Week, or Month

At the top-left of the Schedule page, you can switch views:

• Day View – Hour-by-hour breakdown
• Week View – Weekly schedule snapshot
• Month View – High-level overview

These views show all jobs, not just by employee. You can still hover to see who’s assigned.

Custom Calendars

Use Custom Calendars to see schedules for specific employee groups:

• Click the dropdown arrow to select a calendar.
• Only employees in that calendar’s group will appear.
• You can create and assign jobs from this view as well.

Actions Button Options

Click the Actions button to:

• Add Unassigned Job – Create a job without assigning it yet.
• View Job Queues – Check job statuses like:
  • Unassigned
  • Assigned
  • On Hold
  • Completed
  • Approved for Invoice
  • Invoiced
• View Upcoming Services
• Print