In this article, you'll learn how to run your day from the Schedule. You'll book jobs right on the calendar, move them when plans change, change their status and narrow down what you see. If you dispatch, this is the screen you'll keep open all day.

To open the schedule:

In the menu, click Schedule.

The calendar opens on the view you used last. It also refreshes itself every minute, so you don't need to reload the page to see what the office just booked.

The Schedule, with Today, Filter and Search on the left and the view buttons and the gear on the right

Pick a view

On a computer, the buttons at the top right switch between four views:

Day shows one day on an hourly grid.
Week shows seven days side by side, Sunday to Saturday.
Month shows the whole month, with each job on its own line.
Timeline shows one day with a row for each team member and an Unassigned row at the top. It only shows your open hours for that day, so it's the quickest way to see who's free.

The arrows next to the search button step you back or forward a day, a week or a month, depending on the view. The calendar icon (Today) jumps back to today. The gear (Calendar settings) opens Schedule Settings: your business hours, the Schedule visible hour range the calendar draws, and a Show done jobs switch.

Note: On a phone, the schedule has three views: Timeline, Day and Map. See Managing your schedule on the phone app.

Book a job from the calendar

In Day or Week view, you can start a job right where it belongs on the calendar.

Find an empty stretch of the day you want.
Click once to book an hour starting at the nearest quarter hour. Or click and drag down over the time you need. The times show on the block as you drag, and both ends snap to the quarter hour.
Let go. The new job form opens with the date, start time and end time already filled in.
Fill in Client Details, Service Location and Job Details.
In the Scheduled card, click Assign team members and pick who's going.
Click Create.

Booking a job by clicking an empty spot on the Week view

Tip: If you click on a job instead of empty space, you'll open that job's summary. Aim for empty space.

Move or resize a job

On a computer, you can drag jobs in any view. The change saves as soon as you let go.

Day and Week: drag a job to another time or another day. Drag its bottom edge to change when it ends.
Timeline: drag a job left or right to change its time. Drag its right edge to change when it ends.
Month: drag a job to another day. It keeps the same time of day.

In Day, Week and Timeline, the job snaps to the nearest quarter hour when you drop it. In those views you can also hold a job against the left or right edge of the calendar to page to the previous or next day (or week, in Week view), then drop it there.

Note: Dragging a job into someone else's row on the Timeline doesn't change who's assigned. To change the crew, open the job and use its Team section. A job that runs over several days can only be dragged on the Month view. Everywhere else, open it and change its schedule on the job page.

Open a job and change its status

Click any job on the calendar to see its summary: the client, when it's scheduled, its status, the address, tags and description.

From the summary you can:

Change the status in the dropdown under Status. It's the same list as on the full job page, sub-statuses included, and it saves as soon as you pick one.
Click the pencil (Edit) to open the full job page, or the Expand icon to open it in a new tab.
Click the client's name to open their record, or use the text and call buttons beside their number.
Click the address to open it in Google Maps.

Opening a job's summary from the calendar

On the full job page:

Click the dropdown next to Status: and pick a status, or a sub-status under it. It saves right away.
To reschedule, change Starts, Ends and their times in the Schedule section, then click Save.
To change the crew, click Assign team members in the Team section. People you add, or take off with the ✕ beside their name, are saved straight away. You don't need to click Save for the crew.

Note: If you open a job page in a phone's browser, the schedule is folded into one row that shows the job's times. Tap it to open the date and time pickers, then tap Save.

When your crew heads out, you can let the customer know with an On My Way text. See Send an On My Way text.

Note: On a computer, Done jobs always stay on the calendar in a grey hatch. The Show done jobs switch in Calendar settings only hides them on the phone layout. Canceled jobs come off every view unless you pick Canceled under Statuses in the filter.

Filter and search the calendar

Click the filter icon (Filter) next to Today.
Under Filter the calendar, tick what you want to see in Team members, Job types, Statuses, Tags and Sources. If you leave a group empty, everything in it shows.
Click Clear all to start over, or the ✕ to close the panel.

While a filter is on, a small number on the filter icon shows how many things you've picked.

To search, click the magnifying glass and type. It matches client names, companies, phone numbers, addresses, job numbers, job types, tags and descriptions. Press Escape to clear it.

Filtering and searching the calendar

Tip: If you open a job and come straight back, your filter is still there. It resets if you leave the Schedule for any other page.

See jobs on a map

To see your jobs as pins on a map, click Map in the menu. On a phone, use the Map view at the top of the schedule.

How to schedule and manage jobs