Summary

The Calendar is a visual guide to your schedule and routes.

Key Points

Use the Calendar to see:

Day, Week and Month Views
Work Pool and Missed appointments
The stops for all your routes or individual routes
Stops that are geographically close so you can schedule them to one route
Where your techs are

Use the Calendar to create:

New Work Orders
Blocked time for your techs
Printouts of a tech's schedule
Printouts of a tech's Work Orders
Printouts of a tech's route sheet

From the Dashboard, click Calendar

The calendar shows all your scheduled appointments.
In the upper-left portion of the page, click Day, Week, or Month, and your Calendar view will change accordingly.

To move back and forth around the calendar:

Click the < or > buttons in the upper-right corner of the screen to move back and forth between days, weeks, and months. Click Today to go to the current day.

To move an appointment to a new day/time:

In week or month view, click and hold the time of the appointment, then drag it to the new day/time and drop it over the new appointment day/time.

To view the Work Order:

Hover over the highlighted box with the desired work order, then double-click.

To view the highlights of the Work Order:

Hover over the highlighted box with the desired work order, then single-click.

A pop-up window appears and provides location information, phone numbers, email addresses, account type, time preference, location Sticky Note, Techs, Work Order number, appointment date, frequency, line items, invoice total, and account balance.

Click Edit to edit the Work Order
Click Edit Series to edit the Series
Click Close to close this popup window

To create a Work Order in Day/Week view:

Hover over the day and start time, then click and drag it down to the end time, and release the mouse button; the Work Order appears.

To create a Work Order in Month view:

With your cursor, hover over the day, then double-click the day of the appointment.

To view the routes:

Click the Filters button in the upper-right corner of your screen, then click Calendars. Then click the checkbox next to the technician or route you want to see, or click all of them to see them all.

For more information about the Calendar filters, see Calendar Filters.

To view the Work Pool and missed appointments:

click the Work Pool & Missed button in the upper right corner of your screen.

To expand the Work Pool and Missed list, click Filter List. You can expand or narrow the list by filtering:

Customer name
Location Name, Address, city or Zip Code
Date
Status
Route
Frequency
Service Type
Max Production Value

To print a route:

Click the printer icon in the upper right (Icon with green circle)

In the Print Work Orders dialog box select the route, date range to print.
Then select any of the options to print:
Include Work Pool to print the Work Pool
Include Attached PDF Forms to print the attached PDF Forms
Include Route Sheet to print the Route Sheet
Select the number of Copies (usually one is enough).
If the number of Work Orders is less than 20, the system generates a PDF file and places it in your downloads folder. If it is more that that it will appear in your email.

To schedule a Work Pool:

click the Work Pool & Missed button on the upper right of your screen
Click the Work Pool button to see all un-scheduled appointments
Select the appointment you want to schedule and drag it to the time/date you want, then drop.