Using the Scheduler

The Scheduler lets you schedule and reschedule jobs for your technicians using a simple drag-and-drop interface. This guide covers how the Scheduler works, including the Unassigned row, the Unscheduled list, and the Month view.

You can schedule or reschedule a job by dragging it from one day to another, or from one technician to another. This works the same way whether you are moving a job between technicians on the same day or moving it to a different day entirely.

Clicking the Unscheduled button in the top-left corner of the scheduler displays a list of all jobs that are not yet scheduled. You can drag a job from this list onto the Scheduler to schedule it, or drag a scheduled job back into the Unscheduled list to remove its schedule.

At the top of the Scheduler is an Unassigned row. Use this to schedule work for a specific day when you know the day the work needs to happen but do not yet know which technician will do it. Jobs in the Unassigned row can be dragged to a specific technician once that decision is made.

The Scheduler defaults to a week view. To see a monthly view instead, click Month in the top right corner.

Click on any day in the Month view to open a sidebar showing all jobs scheduled for that day, along with which technician each job is assigned to.

You can drag and drop jobs directly from the Month view, the same as in the week view:

This makes it easy to move work around and reschedule jobs at a glance, without needing to switch back to the week view.