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 Jobs, Map and Calendar.
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:
- Job Title & Source
- Next Appointment
- Customer Name
- Job Address
- Job Labels
- Job Status
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:
- Job Labels
- Technicians (assigned to appointments attached to the jobs)
- 3rd Party Sources (jobs automatically created through an Enterprise partner)
- Service Types
- Job Statuses
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:
- Job Status & Options
- Job Title & Description
- Job Location/Address
- Customer Information
- Contacts (additional contacts if applicable)
- Job Labels
- Notes, Photos, PDFs
- Estimates & Invoices
- Job Forms
Within details shown you'll be able to scroll further down the page to access information below the visible part of the screen.
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?
- Topographic Visual Representation & Points of Interest
- Zoom (In, Out, Full Screen)
- Resize, Minimize, Maximize options
- Live Tracking (toggle)
- Job Location Pins
- Suggested Routes
- Staff Locations
When you'd like to maximize views in to the map, there are several options at your disposal.
1. Full Screen
Open a full-screen view of the Map on your device which will override all other windows and screens.
Get closer detail or an overall picture by using the Plus & Minus buttons.
3. 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.
4. 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.
5. 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.
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 visiblity:
- Day & Week, Working Hours, Current Day
- Appointment Date & Time
- Job Title & Address
- Customer Name
- Appointment Status
- Technician schedule
- Technician profile
1. Day & Week, and Working Hours views
Toggling several options will immediately change the contents within your view. The Day and Week views at the left will allow you to either see only a day at a time or up to a week. Typically companies with hundreds of appointments per day utilize the Day view to reduce overloading their browser with appointment data from days that are unnecessary, and eliminating accidentally scheduling an appointment for the wrong day.
In the center of the screen are quick day-in-view options to jump forward a couple days as needed or perhaps navigating several days ahead. And if it's important you're only interested in viewing company hours to enable the 'Work Hours Only' toggle to hide non-important hours of the day.
2. Appointment Cards
Visually at a glance we display Customer Name, Job Address and Job Title.
Opening any appointment by 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 in to 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.
At any time you'll have the options to modify your view several ways. While filtering Technicians, the calendar and map automatically resize to maximize what can be viewed. However, overriding the default is at your fingertips.
Use the Up/Down arrows at the right of the screen to change how much or little of the map/calendar is within your view.
At the top left of the map, minimize or open the Job panel to hide/show at any time using the Left/Right arrow.
Some screens may be a bit tough to view the majority of your schedule. Optionally users can change to a "Thin" view to make the horizontal size of the calendar to fit within a smaller space.
We've provided answers to some popular concerns that you may find helpful.
- 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.
- 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.
- 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.
Further, 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.