Calendar

Steps

1. Switch between month, week and day views.
2. See scheduled work and visits in one timeline.
3. Use it to forecast workload and avoid conflicts.
4. Open any item to view its details.

Tips

• The calendar is a great shared reference for planning meetings and time off around the workload.

Related guides

• Weekly Plan A week-at-a-glance grid that shows how work is distributed across days and technicians.
• Work Orders Plan and track non-routine work: repairs, extra jobs and follow-ups, assigned to a customer, technician and date.
• Daily Planning Balance the day across your technicians so the workload is fair and realistic before crews head out.