View and manage your calendar

The Calendar tab shows every scheduled job and event in one place, and lets you switch how much of your schedule you see at once.

1. Open the Calendar tab

   Tap Calendar in the bottom navigation on a phone, or in the sidebar on a tablet or the web.

2. Switch calendar views

   Use the view controls to switch between Day, Week, Month, and Schedule views, depending on how much detail you need. The web opens on Week; a phone opens on Schedule, with the views under the ⋮ button.

3. Open a job from the calendar

   Tap any job on the calendar to open it. Job blocks show the customer, the work requested, a service-location icon, the time, and the assigned team member's initials.

4. Create a new job or event from an empty slot

   Tap an empty time slot. In the Create New dialog, choose New Job to open the Create Job screen pre-filled with that date and time, or New Event to add something that isn't a job, like a reminder or a block of unavailable time.

5. Fill in the event details

   For a new event, add an Event Title, any Notes, and toggle All Day if it doesn't have a specific time. Tap Create to save it.

6. Drag a job or event to a new time

   In Day or Week view, drag a block to another slot. It snaps to the nearest half-hour and saves, keeping the job's service time and the calendar event in sync.

7. Navigate between dates

   On tablet, desktop, or landscape orientation, use the navigation arrows in the calendar header to move forward and back through your schedule. In portrait on mobile, use the date picker button instead.