Schedule Overview

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

Icon

Name

What's this for?

   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
         

Button

 

Name

 

What's this for?

  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
  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

Icon

 

Name

 

What's this for?

  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
         

Button

 

Name

 

What's this for?

  Add Destination   Click this button to Add a Destination
         

Technician Icons

Icon

 

Name

 

What's this for?

  Optimize Day   Click this icon to optimize this technician's route for the current day
  Print   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

Icon

 

Name

 

What's this for?

  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:
 

Button

 

Name

 

What's this for?

  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
  Print   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

 

 

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