Jobs
Jobs has five views, shown as a row of tabs at the top of the page: List, Board, Schedule, Dispatch and Routes. List and Board are the same page with a toggle; Schedule, Dispatch and Routes are their own pages.
| View | What it shows |
|---|---|
| List | Every job as a row in a table. |
| Board | Jobs as cards grouped into a column per status: Pending, Scheduled, In Progress, Completed, Cancelled. |
| Schedule | A calendar of visits, in month, week or day view. |
| Dispatch | A per-technician timeline for one day, for assigning and rescheduling. See Dispatch: assigning jobs to your team. |
| Routes | Each technician's stops for a day, in driving order where that can be worked out. See Route ordering and the Mapbox token. |
The Schedule calendar
Schedule shows one calendar event per visit, not per job: a job with more than one visit (a recurring series, or a multi-visit job) appears once for each of its scheduled dates. Opening an event goes to that visit's job record.
- Open Jobs and choose the Schedule tab.
- Use the arrows either side of the date heading to move back or forward, or Today to jump back to the current date.
- Choose Month, Week or Day to change how much time is shown at once.
- Choose Filter to show or hide visits by status. The count on the Filter button shows how many statuses are currently hidden.
Each event is colour-coded by the visit's status and shows the customer's name and service, with the visit number added for a second or later visit in a series (for example, "Visit 2").