Articles on: Features

Scheduling & Calendar

Scheduling & Calendar


This article describes how to schedule jobs, assign technicians, and manage calendar-related workflows.


Scheduling basics

  • Create scheduled jobs with date/time windows and estimated durations. The scheduling system respects tenant working hours and timezone configuration.
  • Assign technicians when scheduling, and confirm travel time if routing is important.


Calendar views & conflict detection

  • Use the calendar view to inspect technician availability and avoid double-booking. Many calendar UIs highlight conflicts and provide drag-and-drop reassignments.


Bulk scheduling & reassignments

  • For large job loads, use bulk assignment tools or the calendar to reassign multiple jobs at once. Verify assignments update across the Jobs list and the Jobs Map.


Integration with Jobs Map & Plan My Day

  • The Jobs Map shares its data source with the “Plan My Day” feature to ensure consistency across map and scheduling views; scheduled jobs and status should remain synchronized between these tools. :contentReference[oaicite:11]{index=11}


Best practices

Set realistic time slots and consider travel times between jobs to reduce late arrivals. Use recurring job templates when work repeats on a fixed schedule.




For route optimization and technician itineraries, check the Plan My Day documentation and Map integrations.


Updated on: 10/01/2026

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