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.

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.

Calendar week view with Day Sheet, Open Dispatch, Set up recurring service, and New work buttons, status chips, view toggles, crew and status filters, and the Drag-in Queue.
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.

Printable Day Sheet listing each crew's jobs for the day with times, customers, addresses, and services.
Day Sheet
Calendar on a phone with the view toggles and a day list.
Calendar on a phone

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