Icons are used on the schedule to convey information in a tiny amount of space. For example, a checkmark icon takes up less space than spelling out the full word "Done". By using icons, the schedule shows a lot of information on your screen, whether you have a big monitor, a small monitor, or you use a tablet or phone.
Icon Legend
Below is a list of icons you may see on the schedule, depending on the types of jobs or rentals your company offers.
Header Icons and Buttons |
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Icon |
Name |
What's this for? |
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Previous | View the previous week or day | |||
Next | View the next week or day | |||
Calendar | Jump to a specific date, week, month or year | |||
GPS Tracking | View GPS location of technicians or drivers using the Mobile App | |||
Filters | Filter jobs to view by type, technician and divisions | |||
Week | View jobs one week at a time (weeks start on Monday) | |||
Day | View jobs one day at a time | |||
List |
View jobs in a list format, one day at a time |
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Map | View jobs for the day on a map | |||
This Week | From the Week view, jump to the current week | |||
Today | From the Day view, or the List view, jump to the current day (today) | |||
Sidebar Icons and Buttons |
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Icon |
Name |
What's this for? |
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Destination | This icon is used for frequent destinations such as wastewater treatment plants, landfills, storage yards, etc. | |||
Handle | Click this handle to drag and change the order of Destinations in the sidebar | |||
Close | Click the arrow to hide and show the sidebar | |||
Add Destination | Click this button to Add a Destination | |||
Technician Icons |
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Icon |
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Name |
|
What's this for? |
Optimize Day | Click this icon to optimize this technician's route for the current day | |||
Click this icon to print all service tickets for the day | ||||
View on Map | Click this icon to view the day's jobs on a map | |||
New | Click this icon to create a job or create a rental for this date for this technician and date | |||
Arrow | In the Week view, click the arrow next to a technician's name to view additional options | |||
Job Icons |
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Icon |
Name |
What's this for? |
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Territory | The colored bar in front of jobs indicates the territory where the job site is located | |||
Repeat | This is a repeat job | |||
Emergency | This is an emergency job | |||
Route | This job is on a route | |||
In Progress | This job is currently in progress | |||
Done | This job is completed | |||
Invoiced | This job has been invoiced | |||
Partial Service | Partial service was performed for this job | |||
Unable to Service | This job was unable to be serviced | |||
The icons and buttons below appear when you hover over a job: |
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Button |
Name |
What's this for? |
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Handle | Hover over the job to see this handle. Click and hold the handle to drag and drop the job to a new order in the list of jobs. Or drag the job to a different day or technician. | |||
View | Click this button to view the job details page | |||
Reschedule | Click this button to edit or reschedule the job for another day or technician | |||
Click this icon to print the service ticket | ||||
Complete | Click this icon to mark a job as done | |||
Create Invoice | For completed jobs, click this button to create an invoice |