The Schedule

The Schedule is your calendar of booked work. It's the second icon in the sidebar and the page your office will have open all day.

On a new account it shows an empty state with a Schedule your first job button.

1. Views

Day, Week and Month. Week is the working default: enough to see the shape of things without losing the detail of a day.

The header shows the range you're looking at with arrows to step through, and there's a pending-jobs counter for work that's been created but not yet slotted in.

2. Employee Scheduling

Sets who's working and when. This is availability, not job assignment: it's the shift pattern that the calendar checks against when you dispatch someone.

3. Route Optimization

Takes the jobs already booked for a day and reorders them so the driving between them is as short as possible. It sequences what's there, it doesn't move work to other days.

Both of these controls only appear once there are jobs and staff to work with. An empty account doesn't show them.

4. Finding it

Second icon down the sidebar.

Reading the board

Each job shows customer, service and time. Click one to open the full job. Booked work respects the Operating Days, Opening Time and Closing Time you set in Business Hours, so if a slot you expect isn't offered, that's where to look.

Minimum Notice matters here too. At the default of 72 hours nothing inside three days can be booked by a customer, which is the single most common reason people think their schedule is broken.

Tips and gotchas

• Business Hours drives what's bookable. Fix availability problems there, not here.
• Minimum Notice hides near-term slots. Default is 72 hours.
• Route optimize after booking, and re-run it if the day changes.
• The pending counter is a to-do list. Jobs sitting unscheduled are jobs nobody is driving to.

Next up: Assigning technicians