Scheduling overview

Scheduling is where office staff turn unscheduled work into assigned visits, keep technician calendars current, and monitor field progress during the day.

Core pieces

• Schedule views: Show scheduled visits in Day, Day (Map), Day (Schedule), Week, or Month.
• Backlog: Holds estimated or unscheduled visits that still need a time, technician, or both.
• Visit detail: Holds duration, technician count, work orders, contacts, reminders, inventory reservations, expected inspections, notes, and instructions.
• Technician status: Shows whether technicians are scheduled, on the way, clocked in, completed, or visible on the map when GPS is enabled.

Start with the backlog when the work is not scheduled yet. Use a calendar view when you need to move a scheduled visit or reassign a technician. Use Day (Schedule) when you want to scan one day's visits and open their details without navigating the calendar grid.

Common controls on the scheduling page let you change the date, show or hide the backlog, change the calendar view, show or hide technicians, and add a visit. Most jobs only contain one visit, but a job can have more when follow-up work or another trip is needed.

Where to find it: Scheduling page

Related guides

• See and manage your schedule
• Switch how the schedule is shown
• Work with the scheduling backlog