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Scheduling

Use the calendar

Month, Week, Day, Agenda, and By Crew views, crew and status filters, the Drag-in Queue for unassigned jobs, quick-create, and the printable Day Sheet.

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Owner/AdminJobs & Scheduling3 minutesUpdated Sep 23, 2026Current instructions
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What you'll learn

The Calendar (Schedule → Calendar) is where you look at the whole schedule, catch gaps and conflicts, and move work by dragging. The Dispatch Center is the same data organized for running today; use the Calendar for planning.

Week view with filters

Getting around

  1. 1

    Views

    Month for the big picture, Week and Day for times, Agenda for a list, By Crew for one row per crew. My Day jumps to your own assigned work. The arrows and date picker move the range; Today returns to now.

  2. 2

    Quick counts

    The chips under the buttons count All, Unassigned, Overdue, Conflicts, This week, and Today. Click one to filter.

  3. 3

    Filters

    Crews (tick or untick each crew, or Unassigned only), Status (Completed, In Progress, Scheduled, Overdue), and Service agreement. Colors match each crew's color from Schedule → Crew.

  4. 4

    Drag-in Queue

    Jobs with no date or no crew wait here. Drop one onto a date, or onto a crew row in By Crew, to schedule and assign it in one move.

  5. 5

    Move a job

    Drag an item to another day or time. If the day changes, the customer's reminder updates and the job leaves any built route. Zentive warns before creating a crew conflict.

  6. 6

    Quick-create

    Click an empty day cell to start a job on that date with a default 9-to-5 window.

Printing the day

  1. 1

    Day Sheet

    The Day Sheet button opens a printable page per crew for the selected day with each job's time, customer, address, services, and notes. Print it or save as PDF from the browser.

Day Sheet
Calendar on a phone

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Jobs & Scheduling

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

Open articleJobs & Scheduling

Assign a crew to a job

Assign or reassign a crew from the job wizard, job page, Dispatch Center, or Calendar, and what Needs Crew, Assign to me, and conflict warnings mean.

Open articleRouting & Dispatch

Use the dispatch center

See today's scheduled work, crew assignments, route pressure, and unscheduled jobs from one dispatch view.

Open articleJobs & Scheduling

Reschedule a rained-out day

Shift every job on a weather day at once from the Calendar, or handle stops the crew skipped for weather from Field Issues.

Open articleSettings & Company Setup

Scheduling settings

Settings → Scheduling sets the defaults the job wizard and calendar use: default job duration, business hours, and the first day of the week.

Open articleJobs & Scheduling

Manage a job from the job page

Every panel on the job page explained: crew and invoice readiness, execution trail, billing, change orders, labor, expenses, profitability, reschedule and cancel.

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