Use the Mobile Schedule

Use Schedule to review assigned work, change days, filter technicians, preview Jobs, and add or edit Jobs when your role permits it.

Open and change the Schedule

Select Schedule in the bottom bar. Card View is the default and shows each Job's scheduled time, status, Contact, technician, Line Item count, and total.

To change the day:

• Use the date control and its shortcuts or month/year picker.
• Swipe left for the next day or right for the previous day.
• Pull down to refresh without losing the selected date or technician filter.

The selected date uses the tenant's local time. Today appears when appropriate.

Use the view action in the header to switch between Card View and Day View. Day View places scheduled work on a time grid. Use two fingers to pinch the time scale; use one finger to scroll the page. Select a Job block to open its preview.

Filter technicians

Users who can view all Jobs can filter the Schedule by technician when multiple schedulable users are available. Users without that permission see only Visits assigned to them.

If there are no technicians to choose, an administrator must turn on Enable Scheduling for eligible users in Settings > Users.

Review incomplete work

Active Jobs more than 12 hours past their scheduled start remain visible. In an all-technician view they appear in the counted Incomplete Jobs section; in a single-technician or assignment-scoped view they appear before the normal list. A red exclamation marker identifies the overdue timestamp.

Completed and Cancelled Jobs do not appear as incomplete carry-forward work.

Preview and open a Job

Select a Job card or Day View block. The preview can show:

• Street View or a map fallback
• The Contact, primary phone, and primary or Home address
• Assigned technicians
• Line Items, totals, and Job notes
• Who scheduled the Job and when it was created or last updated

Select the Contact identity to open the Contact when permitted. The phone action offers View Conversation and Copy Phone Number; it does not place a call.

For an assigned technician, Start Job clocks that user in immediately and opens the Job workflow. An unassigned user with all-Job access receives View Job and opens it in read-only mode.

Add or edit a Job

If your role can create Jobs, select the plus action and:

1. Choose or create the Contact.
2. Set the scheduled time.
3. Assign an eligible technician, or explicitly choose Unassigned when allowed.
4. Add Services, Materials, Packages, or Discounts.
5. Add notes and choose the available customer-notification option.
6. Review and schedule the Job.

Eligible users may be preselected, but technician assignment must be reviewed before scheduling.

If your role can update the Job, select Edit from its preview. For a Job with multiple Visits, confirm the Visit before saving: Schedule and technician changes apply to that Visit, while Contact, Line Items, and notes apply to the parent Job.

Troubleshooting

• Job missing: confirm the date, technician filter, assignment, and your permission scope.
• No technicians available: ask an administrator to enable scheduling for the appropriate users.
• Cannot add or edit: your role does not have the required Job permission.
• Pull-to-refresh does not start: begin at the top edge and pull vertically; a two-finger gesture is reserved for Day View scaling.
• Swipe opens a Job instead: use the date buttons; the device may have captured the edge gesture.

For field work steps, see Run and Complete a Job on Mobile.