Navigating the Schedule Page

One of the most powerful components is the Schedule page where you'll have access to three core types of content -- informational, geographic, and time-oriented. This article will introduce you to some of the key terminology and functionality of the Schedule page and its screen "real estate".

The Schedule page is divided into three "panels" that are discussed in more detail in the rest of this article: the JobsMap and Calendar


Jobs panel

The Jobs panel is where the information about all of your jobs and each individual job lives. By default, you will see a list of jobs that appears in the order they were created from newest (top) to oldest (bottom). This view is intended to give you critical information first, allowing you to open an individual job to view all relevant content.

In the list view, we show you:

  1. Job Title & Source
  2. Next Appointment
  3. Customer Name
  4. Job Address
  5. Job Labels
  6. Job Status

Filtering

Further filtering of the job list is possible through the available options at the top. These include job statuses, groups ( learn more) and miscellaneous options under the 'Filter by' toggle.

The filter options include:

  1. Job Labels
  2. Technicians (assigned to appointments attached to the jobs)
  3. 3rd Party Sources (jobs automatically created through an Enterprise partner)
  4. Service Types
  5. Groups
  6. Job Statuses

Details

Opening a Job will give you all related information without leaving the Schedule page. Within this view will be shown the following in no particular order:

  1. Job Status & Options
  2. Job Title & Description
  3. Job Location/Address
  4. Customer Information
    1. Name
    2. Email 
    3. Phone
  5. Contacts (additional contacts if applicable)
  6. Appointments
  7. Job Labels
  8. Notes, Photos, PDFs
  9. Estimates & Invoices
  10. Job Forms

With details shown you'll be able to scroll further down the page to access information below the visible part of the screen.


Map panel

Knowing where appointments are located, last locations of your staff and future job locations offers an insightful view across your company. The map is designed to give you near real-time visibility to the health of daily progress and upcoming work.

On the map will be displayed a set of functions that help you work through scenarios such as scheduling last-minute appointments with staff who may be available nearby. What can you expect to view?

  1. Topographic Visual Representation & Points of Interest
  2. Zoom (In, Out)
  3. Resize, Minimize, Maximize options
  4. Live Tracking (toggle)
  5. Job Location Pins
  6. Suggested Routes
  7. Staff Locations

Map Functions

When you'd like to maximize views in to the map, there are several options at your disposal.

1. Zoom

Get closer detail or an overall picture by using the Plus & Minus buttons.

2. Live Tracking

Toggle whether or not you wish for your team to automatically update on your screen as their locations change. In order for Live Tracking to work properly, your field staff must have location tracking permissions enabled for the Manager/Field mobile apps. 

3. Team Member Location

At any time you'll have visibility to the last known location update of a team member. Their individual location will be presented on the map with an additional detail stating the last time a location update was captured. 

4. Trip Route

Recommended travel routes will be displayed between the assigned team member and job location, presented based on traffic conditions and travel distance, giving the best available route.

Notes on what you will notice on the Map in Schedule View

  • Your technician's assigned appointments will be numbered in order by the appointment Start Time on a given day.
  • Any Scheduled but Unassigned appointment will appear on the map with a red exclamation mark symbol. Similar to how they appear in our Dispatch Manager app.
  • If you have a Home Address listed for a Technician in their user settings, their Home Address will appear as the starting point for their route on future days.

Calendar panel

The  Calendar panel is where you will find your appointments organized by date/time and by the Technician assigned. At the top of the Calendar panel is the navigation bar, which controls what is shown below on the Calendar.

The rest of the Calendar is broken into rows, including an Unassigned row at the top, where you will find Appointments that have been scheduled but not yet assigned to a Technician. Below that, you will see a Technician row for every user with a role of Technician or Both in the system. Any appointments will appear as cards at the appropriate time for a particular Technician. Clicking the job's location dot will also open its full Job Details in the Jobs Panel.

The calendar displays several key details allowing for view in to the daily and weekly schedule. Several functional details are included at a glance, with some allowing for more granular visibility:

  1. Day & Week, Working Hours, Current Day
  2. Appointment Date & Time
  3. Job Title & Address
  4. Customer Name
  5. Appointment Status
  6. Technician schedule
  7. Technician profile

Key Functions

1. Day & Week Views

By default, the schedule view shows the current day. In the center of the schedule view are the next five days of the week. This is convenient for swiftly viewing an upcoming day’s appointment schedule. Use the arrows at each end of the week to view prior and upcoming weeks.

To find or view a day further out in time, click on the calendar icon located on the top left of the schedule gantt, just below the map view. Select a day on the schedule to view that day’s appointments on your screen.

To quickly return to the present day, click the ‘Today’ button, located to the right of the ‘calendar icon,’ to view today’s schedule.

2. Appointment Cards

Visually at a glance we display Customer Name, Job Address and Job Title.

Opening any appointment on the calendar with a simple click will load the related job details in the left panel. There you'll be able to navigate to view relevant information such as full customer details, other appointments on the job, notes, and more. The color of the appointment represents the current status: scheduled, en-route, started, complete or canceled.

3. Technician Profile View

Get quick insight into individual Technicians from the calendar by clicking on their name. This will show their registered profile photo, contact information, set working hours, and even allow for printing their schedule.

If you need to modify their settings, visit the team page to make any change you wish.


Resizing Views

You have the option of resizing your schedule page to your preferred view. Click the Up/Down arrows on the bottom-right of the map to increase or decrease the size of your map or schedule.

Clicking on the up arrow displays a larger view of your technician's schedules.

Clicking the down arrow increases your map view, beneficial for seeing technician routes. 

Use the arrow located in the top left corner of the map view to hide the jobs panel.

Your Timeline Settings

If you’d like to save your preferred schedule view, click on the settings icon, to the right of the schedule dates.

Choose between Day View, Day View (Thin), Week View, or Week View (Thin). Thin versions of the week or day allow more hours to be shown on the screen at once.

Also located inside the Settings gear are two additional options for your settings view. The first option is ‘Work Hours Only.’ Your timeline view will then be restricted to your company's working hours by default.

The second option is the opportunity to hide completed appointments from your schedule view. Toggling this on will hide appointments that have been updated to the ‘complete’ status, beneficial if you have many appointments throughout the day.  

Work Hours can be updated on the Company Settings page.

Common Questions

We've provided answers to some popular concerns that you may find helpful.

1. The schedule page seems to run slow, what can I do? 

At times your experience could operate slower than desired. This is typically a result of trying to load too much data at a time. Since we utilize your browser experience and attempt to store data locally in a temporary fashion, you may need to clear your local browser cache. 

One standard situation is trying to view appointments across your entire company for a week at a time. Filtering down the data to viewing a single day at a time and even cutting down how many Technicians are shown on the calendar at a time can help.

2. My appointments are not showing, where did they go?

If you're curious about a specific appointment, contact our team to help investigate. We'll need to know which day you believe an appointment is missing and the full name of the customer. It's even helpful to know which Technician the appointment was supposed to be assigned.

3. Why aren't my Technician locations showing updated on the map?

There are several factors that come in to play with location tracking. It's important to ensure your Technicians are on the updated versions of the mobile app AND have enabled the mobile apps to access their location tracking services. Without access to the device's location services it's impossible to display the known location of the Technicians. When the "No Data Since:" text is displayed for a given Technician, it is due to no further location updates captured by our system since the timestamp mentioned. 

Furthermore, location updates only occur after moving 100 Meters AND/OR when actively traveling. Driving on a highway, for instance, will update locations based on time (such as every few minutes) rather than distance as to not overload sending of data unnecessarily.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.