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Schedule Overview

The Schedule module is your central hub for planning and managing when and where work happens. It offers multiple views to suit different planning needs.

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Schedule Views

Screenshot: The Schedule page showing the view toggle buttons (Month, Timeline, Week, Agenda) at the top, with the Week view active displaying scheduled items in hourly time slots across multiple resource lanes.
Switch between views using the buttons at the top of the schedule: Month View A calendar month layout showing all scheduled items. Good for getting a big-picture overview of the month’s workload. Timeline View A horizontal timeline spanning multiple months. Ideal for long-range resource planning and seeing how work is distributed over time. Week View A detailed weekly calendar with hourly time slots. Best for day-to-day scheduling and fine-tuning appointment times. Shows:
  • Job reference (clickable)
  • Allocated resource/worker
  • Job title
  • Service address
  • Project reference
Agenda View A list-based view of upcoming appointments. Useful for quickly seeing what’s coming up, with full details including:
  • Reference and status
  • Customer name
  • Service address
  • Duration
  • SMS send option

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Scheduled Item Information

Each scheduled item displays:
  • Job/appointment reference (clickable to open the job)
  • Customer name
  • Start and end times
  • Duration
  • Service address
  • Allocated workers
  • Current status
  • Use the date picker or arrow buttons to move between time periods
  • Click a scheduled item to view its details
  • Use the Allocate button (with badge showing unallocated count) to manage resource allocation