Schedule Tab

Adjusting view

1. Go to Schedule on the top bar 

2. On the top right of the calendar (to the right of the date range), there are 4 buttons for month, week, 3 day, and 1 day view. 

3. Filtering

   1. Business Units

      1. On the left side of the screen, click “Business Units” to open a pop up menu of your business units.

      2. Select/unselect relevant units to display all sales people or all painters.

   2. Zones

      1. Underneath “Business Units”, there will also be a drop down menu for filtering by zones, which allows you to only see certain zip codes.

   3. More

      1. There are also options for individual technicians, job types, tag types,  and project numbers. 

      2. You can select different colors for different technicians in order to easily tell the difference between Salespeople and crews.

Editing Jobs from the Schedule

• You can’t make any changes to jobs directly from the schedule page. However, you can click on a job in the schedule tab to go to the job page and edit from there.