Calendar and assignments

Use the Jobs calendar

Use the calendar to review scheduled bookings and keep the underlying booking details accurate.

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The Jobs calendar is a planning view of scheduled bookings. The booking remains the source of the customer, scope, assignment and status details.

Steps

  1. Open Jobs & Scheduling > Bookings / Jobs and select Open Calendar.
  2. Choose the date or view needed to review scheduled work.
  3. Select a booking to review its customer, property, timing, status and assigned workforce.
  4. Use the available calendar move or booking edit action to change timing, then confirm the saved booking details.

Common question

If a job is not visible, check that it has a saved scheduled date and that your selected calendar view and filters include it.

Open the calendar

Go to Jobs & Scheduling > Calendar. Use the calendar to compare scheduled work, but open the booking before changing customer details, work scope or status.

Moving work safely

A move can affect an assigned crew, customer reminders and work order. Review the new time, availability warnings and visible conflict information before saving, then confirm the booking still has the correct workforce and customer context.

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