Step by step
- Open Jobs & planning › Calendar. It opens on this week (on a phone, on today).
- Use Today, ‹ and › to move, and Month, Week or Day to change the view.
- Drag a job to another day or time.
- Click a job to change the engineer, day, start and length, or to open it.
- Plan the jobs in Not planned yet by dragging them onto the calendar or clicking them.
What you see
Each engineer has a colour (chosen on their page under Team › Engineers & team). Unassigned jobs have a dashed edge. Urgent and high jobs are marked.
The week view shows your working days, plus any other day that has jobs. Outside working hours is shaded. A line shows the time now.
On a phone the calendar opens on one day; Week and Month still work. The month view shows coloured dots; tap a day to open it.
Overlapping jobs sit side by side.
Which jobs can move
Jobs that are Unassigned, Assigned, Accepted or Parts required. Jobs under way or finished show “This job is …, so it can't be moved here.”
If the engineer has already accepted a job, the engineer cannot be changed on the calendar: “The engineer has already accepted this job. Change the engineer on the job page, where they are told about it.”
Live
The calendar updates by itself when jobs change. Messages such as “Planned for 10:30.” or an error appear above the calendar.
Questions
Can engineers see this calendar?
Engineers see only their own jobs in their calendar in the app. The company calendar is for the office.
Can I see the calendar in Outlook or Google?
Yes, with a calendar feed. See “Calendar feed”.
Why is Saturday not shown?
The week view shows your working days from Administration › Settings › SLA & working hours, and other days only when they have jobs. Use the day or month view, or plan the job from its page, to use another day.
Where do cancelled jobs go?
They are not shown.
How long is a job on the calendar?
The length you choose, otherwise the job type's default length, otherwise 1 hour.
Works together with
- Plan or move a visit on the calendarPut a job on the calendar or move it: drag it, or click it and set the engineer, day, start time and length.
- Take a job off the planRemove a job's planned time without cancelling it. It goes back to Not planned yet; the engineer stays.
- Assign an engineer and plan the visitChoose the engineer, the planned visit time, the SLA deadline and the priority in the job's Dispatch card. The engineer sees the change straight away.
- See jobs in Google, Outlook or iPhone calendarA private calendar link that Google Calendar, Outlook or Apple Calendar reads by itself, so jobs show in the calendar you already use.
- Your calendarYour planned visits by day, week or month, in the same colour the office sees for you. Read-only: the office plans, you see it.
- Invite someone to the teamGive an engineer, dispatcher, admin, owner or customer a login: they get an email with a link to set a password.