In this help article you'll find information on:
what does the color of a job, estimate, or event depend on?
how to change the color of a job, estimate, and event?
Style of the tile per employees color
Each employee is assigned a color in the 'Account Setting' of an organization and jobs, estimates and events have different colors, based on the order of employees assigned to them - the color of the tile depends on the color of the first employee.
Please note that the change of the tile’s color due to reordering technicians will only be visible after making any changes in the calendar (adding a new job/event/estimate, changing any parameter of an existing job/event/estimate).
Style of the tile per status
Besides the color of the tile, styling changes based on the status - you can tell if a job or estimate was created, finished, sent, or paid. Below is the list of all possible combinations and examples of tile styling in each of those cases.
Jobs
All tiles representing jobs have a small wrench icon next to the customer’s name and technicians' avatars. Recurring jobs have an added set of arrows in the icon. The color/style of the tile changes depending on the job status and the color of the first assigned employee..
State | Tile Styling |
Scheduled (Not started) |
|
OMW |
|
Started | |
Finished (when value of line items = 0$) |
|
Invoice sent (when value of line items = 0$) | |
Finished and unpaid |
|
Invoice sent and unpaid | |
Paid |
Estimates
All tiles representing estimates on calendars have a small icon next to technicians' avatars. There are no recurring estimates. The color/style of the tile changes depending on the estimate status and the color of the first assigned employee.
State | Tile Styling |
Scheduled (Not started) |
|
OMW |
|
Finished | |
Sent/Approval Pending |
|
Approved/Declined/Copied To Job |
|
Events
All tiles representing events have a small calendar icon next to technicians' avatars. Events don’t have statuses, so the tile style never changes – it’s a pastel/lighter version of the color of the first technician assigned to it (in alphabetical order unless manually overridden).
Please note that all of these statuses should be consistent across all platforms.
However, we don’t currently have a full parity on iOS, where only “Scheduled” and “Finished” statuses are reflected on the calendar.