Platform Basics
Calendar: schedule like a pro
Day, week and month views, drag-to-reschedule, and keeping the team's diary honest. Start by go to Calendar (under Jobs in the sidebar).
What it does
The Calendar shows every scheduled job across your team in day, week or month view. Click a day to zoom in, click a job to open it, and use it as your dispatch board for the week. Your chosen view and date survive navigation, open a job and come back without losing your place.
When to use it
Live in the week view when planning; the month view is for spotting capacity crunches and quiet weeks ahead.
Steps
- Go to Calendar (under Jobs in the sidebar)
- Switch between day / week / month with the view toggle
- Click any date cell to jump to that day's schedule
- Click a job block to open its full details, the calendar keeps your view when you return
About 5 minutes.
What it solves
Eliminates double-booked technicians and jobs that were created but never actually scheduled.
Why it matters
A trusted calendar means realistic promises to customers, and technicians who stop keeping their own shadow diaries.
Last updated 2026-09-05.