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ScheduleScheduling Jobs

Scheduling Jobs

Add jobs to the calendar, reschedule them by dragging, and create new jobs directly from date selections.

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Adding a Job to the Calendar

A job appears on the calendar when it has a start date. You can set this in two ways:

  1. From the job form — set the start date, end date, and duration when creating or editing a job.
  2. From the calendar — click and drag on the calendar to select a date range, then fill in the new job form with the dates pre-filled.

All-Day vs. Timed Jobs

  • All-day — the job spans one or more full days without specific times. Toggle the All Day checkbox on the job form.
  • Timed — the job has specific start and end times. Use the date-time pickers or the duration dropdown (30 min, 1 hr, 2 hr, 4 hr, 8 hr, or Custom).

Drag-and-Drop Rescheduling

On desktop, drag any event to a new date or time slot to reschedule it. The job’s start and end dates update automatically.

  • Month view — drag to a different day.
  • Week/Day view — drag to a different day and time slot.

Resizing Events

In the week and day views, grab the bottom edge of a timed event and drag it up or down to change the end time.

Creating Jobs from the Calendar

Click or click-and-drag on an empty area of the calendar to select a date range. This opens the new job form with the selected dates pre-filled.

On mobile, tap the floating action button (+ icon) in the bottom-right corner to create a new job with today’s date pre-filled.

Viewing Event Details

  • Desktop — click an event to see a popover with the job name, customer, status, service address, and assigned team members. Click View Job to open the full job detail page.
  • Mobile — tap an event to see a bottom sheet with the same details and a link to the full job page.

Tips

  • Use the duration dropdown on the job form for quick scheduling instead of manually setting end times.
  • Jobs without start dates don’t appear on the calendar but are still visible in the job list.
  • Drag-and-drop is only available on desktop. On mobile, edit the job form to change dates.
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