Summary

Adjust how your Calendar appears through various settings along with setting Start and End times, and applying placeholders that define what customer information you see in the Calendar Work Order.

Key Points

Pick how you interact with appointments (click or hover)
Set Calendar increments to 15 or 30 minutes
Set your Calendar Start and End times
Set Best Fit routing hours and excluded days/techs
Pick how the system optimizes one-day routing
Customize what shows on each Calendar tile

From the Top of the Navigation Menu, click Settings. (gear icon)

2. From the Settings Menu, under the heading Company Setup, click on Calendar & Time

Label

Choose how you interact with appointments on the Calendar.

On Click (Desktop) / Tap (Tablet) - Click the appointment to open the sidebar with the appointment details.
Hover for Desktop, Tap for Tablets - Hover your mouse over the appointment to open the sidebar.

Important Note: On a tablet, tapping always opens the sidebar.

Caution: With Hover for Desktop, hovering also acts like a mouse click. If you hover over an appointment and then move your mouse, the appointment follows your cursor. Always click the appointment first (this acts as a release) before moving your mouse.

Double-Size Calendar

Makes the Calendar twice as tall so you can schedule more precisely. When on, time blocks are in 15-minute increments instead of 30.

Hide month leading and trailing days

When checked, this hides the edge days from the previous and following months on your Calendar month view.

Display customer preference on calendar

Customers can have a preferred day or time for their service. When this is on, the customer's preference shows up when you click the appointment.

Display estimate drive time

When checked, the Calendar shows an estimated drive time between appointments.

Disable ALL pop-up reminders in calendar

When checked, you won't get a pop-up warning when you move a confirmed appointment.

Start Time and End Time

These set the hours that show on your Calendar and in time selectors. For example, if you set your availability from 8 AM to 5 PM, your Calendar will only show those hours.

Note: If you schedule an appointment outside these hours, it won't show up on the Calendar.

Best Fit Settings

Best Fit is the feature that automatically assigns appointments to the best tech and time slot. These settings control how Best Fit works.

Best Fit Start Time and End Time - The hours within which Best Fit will schedule appointments.

Excluded Technician - Pick any techs that Best Fit should not assign appointments to. For example, you might exclude an office manager or a tech in training.

Excluded Best Fit weekdays - Check any days of the week that Best Fit should skip. For example, check Sun if you don't run service on Sundays.

Prompt for series update when scheduling a work pool order

When checked, dragging a work order from the work pool will ask if you want to update just that one work order or the entire series.

One Day Routing Optimization

This controls how the system orders your work orders for the day.

Simple - Routes work orders in order without time gaps for drive time. Skips over work orders that are confirmed, locked, or have customer time preferences.
Advanced - Routes work orders in the most efficient driving order and includes estimated drive time. Works around work orders that are confirmed, locked, or have customer time preferences.
Customize the display of customer information on the calendar - This controls what customer information appears on each appointment tile in the Calendar.

Customize the display of customer information on the calendar

This controls which customer info appears on each appointment tile in the Calendar.

Calendar Tile Layout

Off (default) - Calendar tiles use the standard layout.
On - You can pick which placeholders appear on each line of the tile. Useful if you want to hide customer names from techs, or show address and zip when a customer has multiple locations.