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Using the calendar views
Using the calendar views
Chris Kiehl avatar
Written by Chris Kiehl
Updated over a week ago

This is a new experimental feature. Please contact support to have this enabled for your account.

The original SortScape schedule intentionally didn't offer start and end times for visits to make it very fast to shuffle jobs around to suit staffing and weather. This works very well if you customer doesn't mind when exactly you turn up as long as the agreed maintenance work is carried out.

But depending how you run your business and which services you offer you might need a more rigid calendar which allows you to accomodate for specific time requests, align visits with material deliveries or to plan around your personal schedule.

This is why we are now introducing an experimental feature with the ability to add start and end times to visits. Along with that you can also view visit in a more traditional calendar view with time slots.

Start and end times

When create or editing visits you can enter a start and end time for the visit. To turn a visit with a start and end time into an anytime visit you just check the "Any time" checkbox.

When some of your visits are anytime visits a some have a start and end time you are effectively creating two visit lists for the day as the list of anytime visits is ordered by position and the list of timed visits is ordered by start time.

Calendar

When looking at this day in a calendar anytime visits will be shown at the top (at this stage they can only be re-ordered in the original views) and the visits with times will show in the corresponding calendar timeslots

You can switch to the calendar view by selecting the the calendar day, week or month view from the view drop down:

Route optimization

At this stage the route optimization only works for anytime visits as optimizing a day with visits that have fixed times means the route optimization will have to change those times to suit the ideal route which defeats the purpose of adding specific times for jobs.

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