The Team Schedule feature gives you full control over the workload and assignments of your installers and Connected Companies. It provides a clear, interactive calendar view for effective planning and resource management.
Viewing Options
You can choose from three convenient views:
1 Day View
3 Day View
1 Week View
These views allow you to plan short-term and medium-term work more effectively.
Default Display & Filters
By default, Team Schedule shows:
Lite users
Connected Companies
To customize the view further, use Filters and Saved Views to include more team members or criteria.
What You Can Do in the Team Schedule
Assign events to users and companies using the Drag-and-Drop feature (or take the event away from them)
Adjust event durations by stretching or shortening the event blocks
Edit event dates directly from the schedule by dragging and dropping the event itself
Open the event drawer to see and edit event details
View upcoming unassigned events
This tool helps streamline your scheduling and ensures every task is assigned efficiently.