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Advanced Scheduling Techniques

Master the art of scheduling with this in-depth video tutorial covering drag-and-drop, multi-day jobs, recurring visits, and crew optimization.

What You'll Learn​

  • Drag-and-drop scheduling on the calendar
  • Setting up multi-day and recurring jobs
  • Assigning crews to maximize efficiency
  • Handling schedule conflicts and overlaps
  • Using the map view to plan routes

Video Tutorial​

Watch the full tutorial above for a deep dive into scheduling.

Key Concepts​

Drag-and-Drop Calendar​

The calendar view supports full drag-and-drop. Click and drag any job to reschedule it. Drag the edges to adjust duration. Works in day, week, and month views.

Multi-Day Jobs​

For jobs that span multiple days, set the start and end dates in the job details. The calendar will show the job spanning across days with a progress indicator.

Recurring Visits​

Set up recurring visits for ongoing maintenance contracts. Go to the job and click Add Recurring Schedule. Choose daily, weekly, biweekly, or monthly frequency.

Crew Optimization​

Use the team view to see everyone's schedule side by side. Look for gaps and overlaps. Assign team members to nearby jobs to reduce drive time.

Route Planning​

Switch to the map view to see all scheduled jobs geographically. Use this to plan efficient routes and reassign jobs to the nearest available crew.

Tips and Tricks​

  • Hold Shift while dragging to copy a job instead of moving it
  • Double-click an empty time slot to create a new job
  • Use color coding to distinguish job types at a glance
  • Filter the calendar by team member or job status

Next Steps​

Learn more about managing jobs and completing jobs.