Calendar & Scheduling

Calendar Views

Customize how you view your schedule with four different calendar layouts. Choose the view that works best for how you plan your day.

Changing Calendar Views

Two Ways to Change Views:

1. From Calendar Header - Tap the blue "Month" dropdown at the top of the calendar
2. From Settings - Tap the settings icon → Calendar → Default Calendar View

Your selected view persists, so you only need to set it once.

Available Views

Month View

• See your entire month at a glance
• Jobs displayed as colored blocks on their scheduled dates
• Perfect for long-term planning and availability overview

Week View

• Focus on a single week
• More detail on each day's schedule
• Ideal for weekly planning

List View

• Chronological list of all upcoming jobs
• Shows complete job details in order
• Best for task-focused scheduling

Day View

• Single day focus with hourly breakdown
• Most detailed view of your daily schedule
• Perfect for managing a busy day

Calendar Settings

Hide Cancelled Appointments

• Toggle on to remove cancelled jobs from your calendar view
• Keeps your schedule clean and focused on active bookings
• Cancelled jobs are still accessible in job history

Quick Tip: Jobs appear in their service category colors, making it easy to identify service types at a glance. Set these colors when creating your service categories. Learn more about service categories

Calendar Filters

Customize what jobs appear on your calendar with quick filters accessible from the calendar header.

Access Filters: Tap the filter/preferences icon (grid icon) in the calendar header to open the Filter Jobs dialog.

Filter Options:

Hide Cancelled Jobs

• Toggle on to remove cancelled jobs from your calendar
• Keeps your view focused on active bookings
• Cancelled jobs remain in your job history

Assignment Status Choose which jobs to display based on team assignment:

• All Jobs - Show all jobs regardless of assignment (default)
• Assigned Jobs - Show only jobs with assigned teams
• Unassigned Jobs - Show only jobs without assigned teams

Why This Matters:

Filters help you focus on what's relevant. If you need to assign teams, view only unassigned jobs. If you want to see your crew's workload, view only assigned jobs. If you're planning overall capacity, view all jobs.

Your filter selections apply instantly to the calendar view, making it easy to switch between different perspectives of your schedule.