Calendar and jobs

Calendar views, filters and colours

The Calendar shows every booking and event. Use the view menu at the top to switch views, and the arrows to move through time.

Views

  • Month: the whole month at a glance. This is the view where you can drag bookings.
  • Week and Day: bookings by the hour. Day view splits the day into a lane for each bay.
  • Timeline: jobs as bars across the days. Turn on Group by bay to see each bay on its own row.
  • Map: off-site and mobile jobs on a map.

The calendar runs from 7am to 8pm, and the week starts on the day you chose in Week starts on.

Filters and colours

  1. Click Filters.
  2. Pick services or installers to show only their bookings.
  3. Under Colour cards by, colour bookings by Service or by Bay.
  4. Under Card details, choose what each card shows, such as the customer, service, vehicle, time or staff.

The search box (Search customers, vehicles...) finds a booking by customer or vehicle.

Move and resize bookings

  • In Month view, drag a booking to another day to move it.
  • Drag the edge of a booking to make it longer or shorter.
  • Drag a booking onto the delete area to delete it.
  • Made a mistake? Click Undo, or Redo to put it back.

In other views, open the booking and click Reschedule. See Reschedule, cancel or mark a no-show.

Good to know

Jobs that are On Hold don't show on the calendar. Find them on the Jobs board.

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