***NOTE: This feature is currently in beta and only available to
Superpros at this time.***

Our new and improved calendar has some new
and different capabilities than before! 

Jobs that are...

Scheduled:

  • Job box will show the assigned employee's color 
  • This also applies to estimates & events

In Progress [On My Way or Start]:

  • Job box will be outlined in the assigned employee's color with a white interior

Finished & UNPAID [Job]:

  • The job box will be outlined in RED 

Finished & NOT approved or declined [Estimates]:

  • White with no outline

Finished & PAID:

  • The job box will be completely grey
  • Estimates will become grey once it has been APPROVED or DECLINED
  • Events become grey once the scheduled time has passed

Calendar & Job/Estimate/Event Display Options

Click the drop down to choose between the 5 different views: 

  • Schedule, Day, Week, Mon-Fri, Month

Customize information seen on each job, estimate, & event box:

  • Click 'Settings' (gear icon) in the upper right corner
  • Check each field you'd like to add or remove from the view 

To open the job/estimate details page:

You can now RIGHT CLICK directly on the job or estimate to open
 in a new tab or window 

OR

click 'Open Job' on the job details pop-up (shown below)

Side Panel

  • Click the 'More' icon to show or hide the left side panel

To filter the calendar view:

  • By tags, type the name of the tag and select from the drop down 
  • OR check the names of the employees you'd like to see 

Unscheduled Jobs

Click the 'Unscheduled' icon to view all unscheduled jobs

Drag and drop the unscheduled job onto the schedule 

  • If the customer profile notifications are ON, a pop-up will appear asking if you'd like to send them their job scheduled notifications.

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