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View Bookings Section Overview

The Bookings section is your command center for managing jobs.

Written by Sam Arnold

This guide breaks down each part of the section so you know exactly how to navigate and use it.


1. How to Get Here

From anywhere in ScheduleDrop → click View Bookings in the left sidebar or use the shortcut button on your Dashboard.

2. Three Powerful Views (Switch Anytime)

  • Calendar View (default) – See jobs by day, week, or month. The number on each date shows how many bookings are stacked that day.

  • List View – Every booking in a clean, sortable table.

  • Map View – Watch your jobs plotted in real-time. Perfect for HVAC, plumbing, lawn care, or any crew that lives on the road.

3. Hover for Instant Details

Mouse over any booking on the calendar → instantly see:

  • Time

  • Customer phone

  • Frequency

  • Address

  • Amount

  • Assigned provider + provider pay (if assigned)

4. Lightning-Fast Search

Top-right search bar = your new best friend. Type any of these and hit Enter:

  • Customer name

  • Email

  • Phone number

  • Street address

Only matching bookings stay on screen—boom, found in 2 seconds.

5. Filters That Save Hours Every Week

Right sidebar = total control:

  • Date Range – Click any day(s) on the mini calendar or use the arrows to jump months.

  • View Type – Daily / Weekly / Monthly (Monthly is the default most companies live in).

  • Tags – Filter by any tags that you create. (once you create tags).

  • Provider – See only one providers schedule at a time.

  • Frequency – One-time, Weekly, Bi-weekly, Monthly, etc.

  • Status – All / Upcoming / Unassigned / Completed.

6. Pro Route Planning Trick (Map View)

Zoom out → see every pin → assign the same provider to jobs that are close together. Customers love tighter windows, and your providers save gas and time.

7. Booking color coding

  • Green Booking - Completed and Charged

  • Blue Booking - Upcoming

  • Purple Booking - Unassigned

  • Yellow Booking - Completed Cash/Check booking (Not Charged)

That’s the entire View Bookings section—built for speed, zero fluff


Need Help?

Use the chat widget in-app or browse our Help Center articles to dive deeper into specific tools or workflows.

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