Use the Schedule BoardLast updated on 01/30/2023
The Schedule Board calendar displays booked appointments, recurring jobs, and non-job events. Use it to get a quick overview of your month, week, three-day period, or day.
To get to the Schedule Board, go to the main navigation and then click the Schedule icon.
If you use Adjustable Capacity Planning or Technician Shifts, you can find those tabs at the top of the Schedule Board.
Note: Account configuration is required to use Adjustable Capacity Planning and Technician Shifts. To update your account, please contact Technical Support.
Things to know
The Schedule Board is color-coded:
You can assign technicians a unique color by going to Settings > People > Technicians then clicking Edit for the technician you want to edit.
If you group your locations into zones, you can assign zones a unique color by going to Settings > Operations > Zones then clicking Edit for the zone you want to edit.
If multiple technicians are assigned, then the color of the first technician assigned is used.
If there are no technicians assigned, the color of the location's zone is used.
If there is no zone or technician is assigned, the default color is green.
You can hover over a job to see essential details about it.
Unbooked jobs are orange. Click the unbooked job to book a job for it. You can also click the Trash Can icon to dismiss it.
If a job has more than one technician assigned to it, you see the multiple technician icon. When you hover over the job, you see the names of the technicians.
Filter the Schedule Board
You can use a variety of filters to zoom in for a specific day or business unit, or zoom out to see everything your business has scheduled for the next month.
Filter by date
You can click month, week, 3 day, or day to change the range of time the Schedule Board shows.
Filter by view mode
Use the View Mode dropdown to view the Schedule Board by All, Recurring Service Events, Booked Jobs, or Non-job Appointments.
Filter by project
To filter by project, enter the project number in the Project field. Filtering the Schedule Board by project shows you the technicians who are assigned to a specific project, which helps you manage technicians working on projects.
Filter by business unit, zones, technicians, and more
In addition to filtering by date, view mode, and project, you can select the following filters: Business Units, Zones, Technicians, Job Classes, Job Types, and Tag Types.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.