The schedule provides a visual layout of your past, present, and upcoming jobs.
Schedule Overview
Watch this video to learn more about the schedule.
About Schedule Icons
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.
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 |
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Name |
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What's this for? |
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Previous | View the previous week or day | ||
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Next | View the next week or day | ||
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Calendar | Jump to a specific date, week, month or year | ||
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GPS Tracking | View GPS location of technicians or drivers using the Mobile App | ||
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Filters | Filter jobs to view by type, technician and divisions | ||
Button |
Name |
What's this for? |
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Week | View jobs one week at a time (weeks start on Monday) | ||
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Day | View jobs one day at a time | ||
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List | View jobs in a list format, one day at a time | ||
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This Week | From the Week view, jump to the current week | ||
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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. | ||
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Handle | Click this handle to drag and change the order of Destinations in the sidebar | ||
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Close | Click the arrow to hide and show the sidebar | ||
Button |
Name |
What's this for? |
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Add Destination | Click this button to Add a Destination | ||
Technician Icons |
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Icon |
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Name |
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What's this for? |
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Optimize Day | Click this icon to optimize this technician's route for the current day | ||
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Click this icon to print all service tickets for the day | |||
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View on Map | Click this icon to view the day's jobs on a map | ||
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New | Click this icon to create a job or create a rental for this date for this technician and date | ||
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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 | ||
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Repeat | This is a repeat job | ||
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Emergency | This is an emergency job | ||
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Route | This job is on a route | ||
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In Progress | This job is currently in progress | ||
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Done | This job is completed | ||
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Invoiced | This job has been invoiced | ||
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Partial Service | Partial service was performed for this job | ||
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Unable to Service | This job was unable to be serviced | ||
| The icons and buttons below appear when you hover over a job: | ||||
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. | ||
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View | Click this button to view the job details page | ||
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Reschedule | Click this button to edit or reschedule the job for another day or technician | ||
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Click this icon to print the service ticket | |||
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Complete | Click this icon to mark a job as done | ||
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Create Invoice | For completed jobs, click this button to create an invoice | ||