Use the calendar

The calendar shows every visit on your schedule. Open it from Calendar in the main menu.

Views

Pick Month, Week or List at the top, and use the arrows or Today to move around. The week view opens at the start of your work day and shades the hours outside it. On a phone you get Month and List, and the calendar opens on the list.

Reading a visit

• Each visit shows the customer and the work, then the street address when there's room. On a computer, hover over it for the full details.
• The color shows where it stands: scheduled, in progress, done, or past due in red. Skipped and canceled visits are gray and crossed out.
• Colored dots are the crew. A repeat icon marks a repeating job, and 1/2, 2/2 number a job's visits when more than one is on screen.
• A weather badge means the forecast trips one of the job's weather rules. A gray badge means there's no forecast for that day yet.

The quick view

Click a visit to open its quick view. On a phone it slides up from the bottom. It shows the job site with buttons for directions and a call to the customer, the crew and the weather. On a scheduled or in-progress job you can also Change the date or time, Assign crew, and use Add visit, Remove visit, Unschedule or Cancel job. Open job goes to the full job page.

Moving visits

Drag a visit to a new day. In the week view you can also drag it to a new time, or drag the bottom edge of a one-day visit to change how long it runs. On a phone, press and hold first. Every move shows a message with Undo.

A visit that runs several days moves as one piece. To change how many days it runs, use Change in its quick view.

Good to know: Visits already marked done or skipped, and visits of completed or canceled jobs, stay where they are. Adding, moving and removing visits needs the Schedule visits permission.