Schedule viewing modes

In this article, you'll learn the different ways to look at your schedule and how to move between them. Some days you want the whole month at a glance. Other days you need to know who's free at 2 pm. Each view is built for one of those.

To open the schedule:

  1. In the menu, click Schedule.

In the phone app, tap Schedule in the bar at the bottom of the screen.

Switching views on a computer

On a computer the schedule has four views. Their buttons sit at the top right of the calendar, next to the gear for calendar settings.

  1. Click Day, Week, Month or Timeline.
The view buttons at the top right of the schedule
The view buttons at the top right of the schedule
Switching between the four schedule views

Moving between dates

The top left of the calendar has a row of controls: the Today button (a small calendar with today's date in it), the filter and search buttons, then two arrows and the date you're looking at.

  1. Click the right arrow to go forward or the left arrow to go back. In Day and Timeline it moves one day, in Week one week, and in Month one month.
  2. Click the Today button to jump back to today.
Stepping forward and back, then jumping to today
Tip: The schedule opens on the view you last used in that browser. Leave your computer on Week and your phone on Map, and each one opens that way next time.

Day view

Day view shows one day as a grid of hours, with the start of your day at the top. The hours it shows are the ones set under Settings › Schedule. Each job is a block that runs from its start time to its end time, labelled with its job number, the customer, the job type and the address. If two jobs overlap, they sit side by side so you can read both. Hours you're closed are shaded, and a red line marks the current time on today's grid.

Done jobs stay on the grid with a grey striped pattern, so you can still see what happened that day.

Week view

Week view uses the same hour grid as Day view, with a column for each day from Sunday to Saturday. Today's date sits in a dark circle at the top of its column. Jobs that overlap on the same day sit side by side, the same as in Day view. It's the one to use when you're planning the week and looking for open slots.

Tip: In Day or Week view, click an empty spot on the grid to start a new job at that time. It starts as a one-hour job. To set the length yourself, drag down over the hours you want. The new job form opens with the date and times already filled in.

Month view

Month view shows the whole month, laid out week by week from Sunday to Saturday. Days from the months either side are greyed out. Each job takes one line in its day's box, with a dot, the start time in bold, any tags, and the job's details. Today has a light red outline and its number sits in a dark circle. You get less detail than in Day or Week, but it's the quickest way to see how busy the month looks.

Timeline view

Timeline shows one day laid across the width of the screen, with the start of the day on the left. Each team member gets their own row, with an Unassigned row at the top for jobs nobody's on yet. That makes it easy to see who has room for a last-minute job. The date you're on shows in full above the grid, with the hours across the top.

Timeline only shows the hours you're open that day, stretched to fill the screen. If a job is booked outside those hours, the timeline widens to fit it, so nothing gets cut off. On a day you're closed, it uses the hour range from your schedule settings.

The Timeline view, one row per team member
Note: In every computer view you can drag a job to a new time or day. In Day, Week and Timeline you can also drag a job's edge to change its end time. Canceled jobs are off every view unless you pick Canceled in the filter.
Note: If you've connected a Google Calendar under Settings › Calendar sync, its events show on the computer views and in the phone app as grey striped blocks marked Google Calendar · busy. They aren't jobs, so you can't move them from here.

Views on a phone

The schedule looks different on a phone, both in the phone app and in your phone's web browser. There are three views, and you switch with the Timeline, Day and Map buttons near the top.

  • Timeline is a running list of your jobs, grouped by day, with a divider each time the month changes. It opens on today and keeps going as you scroll forward or back.
  • Day shows one day as an hour grid from 6 am to 8 pm, with a strip of the week above it. Tap a day in the strip to open it, or swipe the strip to see the week before or after. You can also swipe the hour grid left or right to move a day at a time. The day's name and how many jobs it has sit above the grid.
  • Map shows that day's jobs numbered in the order they start, with a map underneath. Each job has a pin with the same number, and a dark square marks your business address. Tap a job in the list, or its pin, to open it. The week strip sits above the list here too.

To jump back to today on a phone, tap the calendar icon with today's date at the top right. To pick a date further away, tap the month name at the top left and choose a day from the calendar that drops down. A dot under a day means there's something on it, and you can swipe that calendar for the months either side.

Note: Week, Month and the computer version of Timeline are only on a computer. The phone's Timeline is a list of upcoming days, not the hour layout by team member. A tablet may get either layout, depending on its size and which way it's turned.