WEBVTT 00:00:00.250 --> 00:00:04.170 The Schedule brings recurring visits, one-off jobs, and team tasks 00:00:04.250 --> 00:00:06.330 into one planning workspace. 00:00:06.450 --> 00:00:09.610 Start with the week, then use the calendar to see what is booked and 00:00:09.690 --> 00:00:10.970 what still needs attention. 00:00:11.550 --> 00:00:16.030 In Week view, each row is a technician and each column is a day. 00:00:16.110 --> 00:00:20.830 Route cells summarize the stop count, estimated workload, and progress. 00:00:20.910 --> 00:00:24.870 Use Filters when you want to narrow the schedule to particular technicians, 00:00:24.910 --> 00:00:26.990 job types, or statuses. 00:00:27.483 --> 00:00:30.043 Click a route cell to open its details. 00:00:30.083 --> 00:00:33.643 The panel shows the ordered visits and their status for that technician 00:00:33.723 --> 00:00:34.483 and date. 00:00:34.523 --> 00:00:37.643 This is where you review the actual day, rather than the recurring 00:00:37.723 --> 00:00:39.483 assignment that generated it. 00:00:39.983 --> 00:00:42.343 Switch to Month for a wider view. 00:00:42.623 --> 00:00:46.863 Technicians shows each day's route load and progress across the team. 00:00:46.943 --> 00:00:50.063 Click a date to preview its routes on the map, keeping the monthly 00:00:50.143 --> 00:00:51.583 context visible. 00:00:52.083 --> 00:00:54.590 Double-click the date to open Day view. 00:00:54.616 --> 00:00:58.003 The timeline lays out each technician's visits through the day, making 00:00:58.083 --> 00:01:00.763 the sequence and timing easier to compare. 00:01:00.803 --> 00:01:04.883 Use the date controls to move between days or return to Today. 00:01:05.383 --> 00:01:08.503 Back in Month, choose Jobs and tasks. 00:01:08.623 --> 00:01:11.943 Work orders appear on their scheduled date, and tasks on their due 00:01:12.023 --> 00:01:12.663 date. 00:01:12.743 --> 00:01:16.583 Colored chips identify the technician; unassigned work has a dashed 00:01:16.663 --> 00:01:17.583 outline. 00:01:17.623 --> 00:01:21.383 Search by customer, city, job type, or task. 00:01:21.883 --> 00:01:24.683 Hover a day to open the expanded preview. 00:01:24.763 --> 00:01:28.803 Each technician gets a column with route progress, jobs, and tasks, 00:01:28.843 --> 00:01:32.176 so you can compare the whole crew without leaving the calendar. 00:01:32.230 --> 00:01:34.603 Click the date to keep that preview open. 00:01:35.083 --> 00:01:39.483 Use Hide route stops for a compact view of jobs and tasks. 00:01:39.603 --> 00:01:43.563 Show route stops brings the recurring visit list back into each technician's 00:01:43.763 --> 00:01:44.283 column. 00:01:44.443 --> 00:01:48.443 Open day view takes you to the full timeline when you need more detail. 00:01:48.917 --> 00:01:52.917 The Job Bin collects open work that needs a date, a technician, or 00:01:53.117 --> 00:01:53.797 both. 00:01:53.917 --> 00:01:58.197 Search for the job, then use Needs date or Needs technician to focus 00:01:58.277 --> 00:01:59.130 the list. 00:01:59.184 --> 00:02:02.597 A dated job can stay here until its crew is assigned. 00:02:03.083 --> 00:02:05.483 Click Set date to book the job. 00:02:05.563 --> 00:02:09.043 Choose its scheduled date, then select the technician or crew. 00:02:09.083 --> 00:02:12.230 You can also leave it unassigned and decide the crew later. 00:02:12.256 --> 00:02:16.123 For this example, assign a technician and click Save schedule. 00:02:16.617 --> 00:02:18.977 Close the bin and check the calendar. 00:02:19.017 --> 00:02:22.737 The job now appears on the chosen date in its technician's color. 00:02:22.777 --> 00:02:26.617 Open that day to confirm the job, assigned technician, and generated 00:02:26.697 --> 00:02:28.377 visit before moving on. 00:02:28.850 --> 00:02:32.130 Routes is where you maintain the repeating assignments that generate 00:02:32.250 --> 00:02:33.570 these daily visits. 00:02:33.650 --> 00:02:37.730 The Schedule combines those visits with jobs and tasks, while technicians 00:02:37.810 --> 00:02:40.370 work their assigned stops from the mobile app. 00:02:40.850 --> 00:02:45.650 Use Week for workload, Day for timing, and Month for the bigger picture. 00:02:45.770 --> 00:02:49.570 Keep the Job Bin clear, review the saved result, and give the team 00:02:49.650 --> 00:02:51.090 a day they can follow.