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Schedule

The Schedule page helps you manage service appointments across calendar, list, and map views.

Views

ViewBest for
CalendarVisual workload and availability (day/week/month)
ListSortable table with filters
MapRoute planning from store location

Quick actions

ActionHow
Create jobClick date/time or "Create job" button
AssignSelect technician and location
RescheduleDrag event to new time/day
ResizeDrag event edge to change duration
Update statusClick event → change status

Status options

StatusMeaning
ScheduledJob booked
In ProgressWork started
CompletedWork finished
CancelledJob cancelled
RescheduledTime changed
No ShowCustomer didn't show

Priority levels

LevelColor
LowGray
NormalBlue
HighOrange
UrgentRed
EmergencyPurple

Service requests panel

Shows unscheduled service orders awaiting assignment:

  1. Open the panel on the right
  2. Find the pending service order
  3. Click to create a job or link to existing

Route planning (Map view)

  1. Switch to Map view
  2. Jobs display as pins
  3. Click "Optimize Route" to sequence nearby jobs
  4. Get directions from your store address

Tips

  • Filter by technician when the calendar is busy
  • Keep job durations realistic for accurate planning
  • Update status as work progresses for real-time tracking

What's next