Doing the work
Schedule visits on the board
5 min read
Read the board
Open Schedule from the sidebar. The day board has a lane for each person or crew, with the day's hours across it. Each block is a visit; its length is how long the work takes.
Use the view menu in the top bar to switch between Day, Week, Week by person, Month and Map. Today and the arrows move through the dates.
Place a visit
- Choose the N to schedule button above the board. It lists the visits waiting for a time.
- Drag a visit onto a lane at the time you want.
- To move it later, drag the block. Drag its top edge to change the start time.
- Right-click a block for Open visit, Assign to, Lock time or Move to unscheduled.
Let the scheduler help
Auto-schedule in the top bar places every waiting visit for you and shows a preview before anything changes. Locked visits stay where they are.
The More menu holds the other tools: Daily roster for who works which lane today, Optimize routes to put each lane's stops in driving order, and Rain delay to push a wet day's visits to the next free time, with a preview first.
See where the work is
The Map view shows the day's visits on a map, so you can spot a stop that is out of the way before the crew leaves.