Use the Calendar and Reschedule Visits


Published Sep 21, 2026

Find scheduled work, filter technicians, change Calendar layout, and move the correct Visit safely.

Calendar Visits Rescheduling Technicians Mobile

Before you begin

  • calendar.view opens Calendar.
  • calendar.create allows new one-off Jobs.
  • calendar.update allows schedule, assignment, and Visit changes.
  • On mobile, users without service_jobs.view_all see only Visits assigned to them. An unassigned view-all user can inspect a Visit but cannot run its field actions.

Open Calendar.

Organize the desktop Calendar

  1. Choose Day, Week, Month, or Year.
  2. Select one or more active, schedulable technicians.
  3. In Day or Week view, choose Combined or Side-by-Side.
  4. Open Display Settings to include cancelled work or toggle Only show scheduling hours.
  5. Use Fit, minus, or plus to change Calendar row size without changing browser zoom.

Range, technician selection, layout, Scheduling-Hours visibility, and row size are saved for the signed-in user. Selecting all technicians explicitly replaces a previously saved narrow filter.

Reschedule or reassign a Visit on desktop

  1. In Day or Week view, drag the Job block for the Visit to the intended date, time, or technician column.
  2. Review the move summary.
  3. If the time changed, choose whether to send the customer reschedule message by SMS, email, both, or skip it.
  4. Confirm the move.

The write targets the selected Visit, not every Visit on the parent Job. Its duration is preserved, and sibling Visit schedules and assignments stay unchanged. Closing the confirmation before the request leaves the Visit unchanged.

A move is rejected on a closed day or holiday. If Crewvana reports an unavailable technician or invalid Visit, reload Calendar and choose an active, schedulable user attached to the correct Job.

Use the mobile Schedule

Mobile opens in Card View. Use the header control to switch to Day View, move between local dates, or select a technician when your role can see multiple technicians. Mobile uses a touch-sized timeline and does not show desktop row-size controls.

Tap a Job to preview its Contact, assigned technicians, Line Items, notes, and status. Assigned technicians can select Start Job or Resume; an unassigned view-all user sees View Job and enters a read-only screen.

Active work more than 12 hours past its start remains visible as incomplete work. Completed and cancelled Visits do not carry forward.

If work is missing

  • Clear Calendar filters and turn on Show cancelled only when you need cancelled work.
  • Confirm the Visit has a real scheduled start; unscheduled work does not occupy Calendar.
  • Confirm the technician is active and has scheduling enabled.
  • On mobile, confirm the Visit is assigned to you or your role has service_jobs.view_all.
  • For a one-off Job that does not exist yet, see Create, Schedule, and Manage Service Jobs and Visits.
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