In this help article you'll find information on:
How many calendars are there in Housecall Pro?
How navigate through the Schedule tab calendar
How to Change display settings on the Schedule tab calendar
How to re-schedule jobs, estimates, or an event from the Schedule tab calendar
Old Calendar vs New Calendar Walkthrough
Where will I see the calendar view?
Want an in-app walkthrough of these new calendar features? Click here!
Note: If you are not currently logged into your Housecall Pro account, you will need to come back to this help article and click the link again to start the walkthrough
There are four different places in Housecall Pro where the calendar exists today
Schedule tab (on the main menu)
There are two additional places, where HCP users will see the calendar if they are using Pipeline.
Calendar on Schedule tab serves the purpose of showing all jobs, estimates and events in one place and allowing to quickly see and add any unscheduled jobs or estimates and is described in this article, while other calendars (on job, estimates or event details) are enhanced with additional options specific to scheduling or rescheduling a single calendar item, and which are described in a separate article here <link to article once published>.
In the upper portion of the calendar there are icons representing different options related to navigation or the view setting of the calendar, including:
Slide-out panel with the monthly calendar for easy navigation to a particular date, with a list of all company's employees. This allows you to show and hide jobs, estimates, and events assigned to those employees
Slide-out panel with a list of unscheduled jobs
Calendar view picker (you can choose from one of the 6 different views - Schedule, Dispatch, Day, Week, Month, or Monday-Friday)
Calendar and Job, Estimate, and Event display settings, which allow you to show and hide the number of details visible on each tile, but also set the timezone of a calendar
Slide-out Panel with the monthly calendar and a list of employees
Click the 'Menu' icon to show or hide the left-side panel
To filter the calendar view by employees:
By name or tags, type the phrase in the field and select from the drop-down
OR check the names of the employees you'd like to see
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.
Calendar and Job/Estimate/Event Display Options
Customize information visible on each job, estimate, and event tile:
Click 'Settings' (gear icon) in the upper right corner
Check each field you'd like to add or remove from the view
Setting the timezone of the calendar
You can choose what timezone you would like to view your jobs, estimates, and events in on the calendar. The start and end times will show adjusted for the time zone selected. For example, a job with a start time of noon Eastern Standard Time will show up as 9 am when the calendar is set to Pacific Standard Time.
Opening the details page
You can right-click on the job, estimate, or event to open it in a new tab or window or click directly on the job or estimate to open it in the same tab.
Can I Reschedule a Job/Estimate/Event from the Calendar View?
Step 1: Click on the Schedule tab (icon) on the main navigation menu in the top left
Step 2: Click on the desired job, estimate, or event and drag and drop it to the new date and time
note: if you need to change the employee that is dispatched, make sure your calendar view is DISPATCH or SCHEDULE
Step 3: Determine if you will notify your customer or not of the schedule change (only for job and estimate)?