Skip to main content

Board

The Board tab in Jobs is a calendar of job work only: the visits your recurring jobs create and the tasks on your multi-task jobs. Leads, sales tasks and other appointments are left out, so you see just the field schedule.

The Board in week view, with job visits at their times and multi-task job steps as all-day entries

Views​

The buttons at the top right switch the view:

  • week — the default. Visits at their start times, all-day entries across the top.
  • day by person — one column per person, for seeing who's doing what on a single day.
  • month, day and list.

Use the arrows to move back and forward. Assigned To narrows the calendar to one person's work.

Visits with a start time sit at that time for their duration. Visits and tasks without one appear as all-day entries.

Working on the Board​

  • Click a visit or task to open it — to update its status, reassign it or add notes.
  • Drag an entry to another time or day to reschedule it. A visit moved here moves everywhere: the Map, Dispatch and, under per-visit billing, the day it's invoiced for.
  • Drag its bottom edge to change how long it runs.

A job can only have one visit on a given day, so dragging a visit onto a day that already has one from the same job is refused, with a message saying why.

Board or Calendar?​

The main Calendar shows everything — leads, sales tasks, appointments and jobs together. Use the Board when you only care about field work; use the Calendar for the whole picture. See Scheduling Appointments.