Calendar

Calendar Overview

The calendar gives you a visual overview of all your scheduled jobs. Instead of scrolling through a list, you can see at a glance what is coming up today, this week, or across the entire month. It is the quickest way to understand your workload and spot gaps or clashes in your schedule.

Calendar Views

The calendar offers three views so you can look at your schedule at the level of detail that suits you:

  • Month view — shows the full month in a traditional grid. Each day cell displays the jobs scheduled for that date. This is ideal for getting a broad picture of how busy you are over the coming weeks.
  • Week view — focuses on a single seven-day period with more space for each day. Use this when you need to plan your week in detail and see exactly what is happening each day.
  • List view — presents your upcoming jobs in a simple chronological list. This is useful when you want a straightforward, scrollable agenda without the grid layout.

Switch between views using the buttons at the top of the calendar page. Your selected view is remembered as you navigate between dates.

How Jobs Appear on the Calendar

Every job that has a scheduled date will appear on the calendar automatically. Jobs are colour-coded by their current status so you can tell at a glance how work is progressing:

  • Green — completed jobs. The work is done.
  • Blue — jobs that are in progress. Work has started but is not yet finished.
  • Amber — pending jobs. These are awaiting confirmation or action before work can begin.
  • Red — scheduled jobs or jobs in other statuses that need your attention.
The colour coding makes it easy to scan a busy week and immediately see which jobs are done, which are under way, and which still need to be started.

Viewing Job Details

To see the full details of any job, simply click on it in the calendar. This will take you to the job detail page where you can view and edit all of the job information, including the description, customer, address, assigned workers, and status.

From the job detail page you can update the status, add notes, or make changes to the schedule. When you return to the calendar, any changes will be reflected immediately.

Navigating Between Months and Weeks

Use the navigation arrows at the top of the calendar to move forward or backward through time:

  • In month view, the arrows move one month at a time.
  • In week view, the arrows move one week at a time.
  • In list view, the arrows move through the date range displayed.

A Today button is available to jump straight back to the current date, no matter how far you have navigated.

Calendar and the Jobs List

The calendar and the jobs list show the same underlying data. Any job you create, edit, or complete from the jobs list will appear on the calendar, and any job you click through from the calendar is the same record you see in the jobs list.

Think of the calendar as a schedule-focused view and the jobs list as a management-focused view. Use whichever suits the task at hand:

  • Use the calendar when you want to see what is happening on a particular day or week and check for scheduling conflicts.
  • Use the jobs list when you need to filter, search, or work through jobs by status, customer, or other criteria.
Jobs without a scheduled date will not appear on the calendar. If a job is missing from the calendar view, check that it has a date assigned.