Schedule & routes

Use the Schedule

Month, week and day views, drag to reschedule, and the dispatch board.

Watch: Reschedule with a drag (27 seconds, no sound)
  • Switch between Month, Week and Day. In Day view, By tech shows one column per person, like a dispatch board. Phones open on Day.
  • Drag a visit to move it, drag its bottom edge to change its length, or drag across empty space to create something. Hold Shift while dragging to copy. Everything snaps to 15 minutes.
  • After every move you get an Undo, plus Text client / Email client to tell them about the change.
  • Block time marks time off or shop days so nobody books over them. Tick Repeats every week and pick the days for things that happen every week (lunch, a standing appointment, Fridays off); booking forms show those times as taken, with your business hours left as they are. Move the day shifts a whole day's work.
  • Open one day of a repeating block to change or remove just that day. Edit every time changes the whole rule, and Remove → Every time clears every day of it. The same list lives under Settings → Booking & forms → Scheduling rules → Repeating blocks.
  • Chips flag anything that needs a look: Awaiting approval, Double-booked, Unassigned, Subcontractor.

If something's not working

Today's date or times look off.
The schedule runs on the company timezone in Settings → Company, not your device's. Fix it there.
I see grey "Busy in Google Calendar" blocks.
That's your own Google Calendar showing as busy time, so nobody books you then. You can turn it off in My Profile → Calendar sync.

Still stuck?

Talk to a person. We answer the phone and reply to every email.