See and manage your schedule
The Scheduling page is where you see and arrange your team's visits. Each visit is a trip to a customer's property to do work on a job, assigned to one or more technicians with a start time and an estimated duration.
Visits that already have a time appear in the schedule views; visits that still need a time wait in the Backlog panel. Use View Options to choose Day, Day (Map), Day (Schedule), Week, or Month, move the date range forward or back, and drag visits in a supported desktop calendar view to schedule, reschedule, or reassign them. Day is a one-day technician time grid, while Day (Schedule) is a daily visit list.
On desktop, the calendar toolbar keeps the active view, Drag, View Options, Backlog, and Create Job / Visit together. In View Options, use Page Layout to choose Full Screen or Classic. Full Screen hides the app header, Scheduling heading, and outer calendar frame so more of the day fits on screen. Essential remembers your choice in this browser until you change it.
In the Day technician grid, the hour labels stay at the left edge while you scroll across technician columns, so each horizontal gridline keeps its time reference. In Month, the technician color key and weekday labels stay visible while you scroll through later weeks. Week and Month begin on the day selected under Settings → Personal Settings → Calendar. Deactivated technicians start hidden every time you open Scheduling, even if you showed them during an earlier visit to the page. Use the technician visibility checkboxes to show one again for the current session; a deactivated technician uses a gray avatar color and their name reads Name (Deactivated), so they stay easy to identify. Once a deactivated technician has gone seven days without a visit, they leave Scheduling entirely: no column, no map pin, no technician key entry, and no row in View Options. They reappear on their own for any date range that still holds their visits, so paging back to an earlier week always shows the work they did, and a deactivated technician with visits still scheduled ahead stays on the calendar. On a phone-sized window, Scheduling always shows active technicians only.
The colored edge on the left of a calendar visit shows field progress: gray is Not Started, blue is En Route, yellow is In Progress, and green is Completed. Violet identifies a draft, while the hatched edge identifies technician-unavailable time. When you open a scheduled visit, the pill beside the job number names the progress state for the whole visit across all assigned technicians. A visit opened from the Backlog is labeled Unscheduled instead.
A calendar card that's tall enough shows a compact time range such as 9AM-10AM or 9:35AM-10:35AM; shorter cards skip it. When a visit has an arrival window, a tall-enough card adds a separate truck section with primary Arrive timing and a secondary shorthand duration such as Duration 3 hr; its scheduled-time row uses a neutral clock instead of an exact-time target. If the card only has room for one timing row, the customer-facing Arrive window takes priority over the internal scheduled time. The popover shows the full Arrive between wording and estimated duration above the neutral-clock scheduled time and date. If the scheduled start falls outside the arrival window, the Scheduling form's start-time step, card, and popover show an alert so you can correct it. Without an arrival window, cards and popovers do not get either arrival-window section or the neutral-clock override. Hover the icon controls in the popover's upper-right corner to identify Edit, Duplicate, Delete, and Close. When a visit has line items, the popover lists them under Parts, Labor & Items (count, then quantity × name for the first few rows). Below that, Job Files shows how many files are on the job with an Add link that attaches a file to the job without opening the visit form.
You can ask Essential about a technician's day, who looks free, or what's in the backlog for whatever window you're viewing.
Where to find it: Scheduling page (main navigation, Scheduling)
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