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The Schedule is your team’s shared calendar. It’s where you see who’s working on what, book jobs and tasks, log time off, and keep everyone’s day organized in one place. Open it from Schedule in the main navigation.
What you can see and do on the Schedule depends on your role. Some people can view and book for the whole team, while others see only their own work. If a control mentioned here isn’t on your screen, your role may not include it.

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Find your way around

When the Schedule opens, you’ll see the calendar filling most of the screen, with a row of controls along the top.
  • Today jumps the calendar back to the current date.
  • The left and right arrows move you backward and forward through time — by day, week, or month depending on your current view.
  • The date range in the middle tells you which stretch of time you’re looking at.
  • Create New (top-right) is how you add anything to the calendar.
  • Filters narrows the calendar down to specific people, clients, or types of work.

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Choose how the calendar looks

Two dropdowns near the top let you control the layout.
1

Pick a time span

Use the Day / Week / Month dropdown to zoom in or out. Day shows a single day in detail, Week shows the full work week, and Month gives you the big picture.
2

Group by person or by job

Use the User / Job dropdown to change how the calendar is organized. User lays out the calendar by team member, so you can see each person’s day. Job groups everything by job instead, so you can see all the work tied to a single job together.
Week view in User mode is the everyday starting point for most teams — it shows the whole crew and the whole week at a glance.

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Add something to the calendar

Everything you book starts from the Create New button in the top-right corner. Open it and choose what you want to add:
  • Lead Activity — book a visit or follow-up tied to a sales lead.
  • Job — schedule a job, set the days and times, and assign the crew.
  • Task — add a standalone to-do for a team member.
  • Time Off — log when someone is unavailable.
You can also book directly on the calendar: click (or click-and-drag) an empty slot on the day and time you want, and the same create options appear pre-filled with that date and time.
To open something that’s already on the calendar, just click the event. Its details open in a panel where you can review or make changes.

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Focus on what matters

A busy calendar can show a lot at once. Use Filters (top-right) to trim it down to exactly what you need — for example, certain team members, specific clients, particular roles, or only one type of activity. Once you’ve set up a view you use often, you can save it so it’s one click to come back to it later.
If your account works across more than one branch, the Schedule can show work from your other branches together in one calendar. Events from another branch open in a read-only view so you can see what’s happening without changing it by mistake.

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What’s next

View the schedule

Get comfortable moving around the calendar and reading what’s on it.

Schedule a job

Book a job, set its days and times, and assign the crew.

Create a task

Add a standalone to-do and assign it to a team member.

Log time off

Mark when someone is unavailable so the calendar stays accurate.

Filter and save views

Narrow the calendar down and save the views you use most.

Resolve a conflict

Spot and sort out overlapping or double-booked work.