Calendar Management
Utilize the central scheduling hub effectively.
| Step | Action | Description |
|---|---|---|
| 1. View Options | Select Calendar View | Switch between Day, Week, Month, and Agenda views for capacity and availability. |
| 2. Scheduling Jobs | Drag and Drop Assignment | Drag unassigned orders onto a technician and time slot; color-coded by status or priority. |
| 3. Booking/Editing Time | Create Non-Job Events | Book time off, training, breaks, or internal meetings to block service assignments. |
| 4. Managing Conflicts | Identify Overlaps | Resolve flagged scheduling conflicts by moving jobs to new time slots or technicians. |