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 to the back and forth around the calendar
click the < or > buttons in the upper-right to move back and forth, click Today to go to today
To move an appointment to a new day/time
in week or month view, click and hold the time of that appointment and drag it to the new day/time and drop it
To view the Work Order
double-click it
To view the highlights of the Work Order
single click it
A popup window appears and provides location information, phone numbers, email addresses, type of account, time preference, location Sticky Note, techs, Work Order number, date of the appointment, 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
click your mouse on the day and start time, drag it down to the end time, and release the mouse button; the Work Order appears
To create a Work Order in Month view
double-click your mouse on the day of the appointment
To view the routes
click the Filters button in the upper right and click Calendars - click the check box next to the technician or route you want to see, click all of them to see all of them
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
To expand the Work Pool and Missed list, click Filter List. You can expand or narrow the list by filtering:
Customer name
Address, city or Zip Code
Date
Status
Route
Frequency
Service Type
To print a route:
Click the printer icon in the upper right (highlighted by the white arrow)
In the Print Work Orders dialog box select the route, date range to print, and select any of the three options to print. 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 button, click and hold the Work Pool appointment and drag it to the time/date you want, and drop it
To schedule a missed appointment
click the Missed button, click and hold the missed appointment and drag it to the time/date you want, and drop it
Also watch these two videos:
Continue on to Invoices - getting started