The employee schedule view allows you to easily see which jobs are assigned to which employee in one place. This helps to streamline and optimize schedules by clearly displaying employees’ availability side-by-side in the main calendar. With the employee schedule view, you can quickly see open slots in your calendar without switching to the dispatch view. In this view, easily scan your calendar for empty spaces, showing availability across all of your employees’ schedules at once, and feel confident knowing every job is scheduled correctly, with zero double bookings.

In order to set your schedule to display your jobs in the employee view, first navigate to your calendar by clicking Schedule across the top navigation menu on your Housecall Pro homepage or dashboard.
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To choose your schedule view, click on the oval drop-down button next to the Calendar settings cogwheel in the top right corner of your HCP calendar. This button will already be set to one of the following views: Schedule, Dispatch, Day, Week, Monday-Friday, and Month, depending on your preferences.

The View by Employee option is not available in the Dispatch or Monday views, therefore you should choose to see your schedule in the Day, Week, or Monday-Friday view by selecting the view you want from the drop-down menu. You will also need to ensure that the check box at the bottom of the drop-down menu for View by employee is also selected.

By hovering over a job assigned to multiple employees, all of the job slots in the assigned employees' columns will get slightly darker. This makes it easier to identify which employees are assigned to that particular job.

To change the time of the job for all of the employees assigned, drag and drop the job slots to the applicable position on the calendar.

To swap an employee assigned to the job, click on the job slot assigned to the employee you wish to remove and drag and drop the job to the employee you now wish to be assigned to it.