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Scheduling from job, estimate or event details in Housecall Pro
Scheduling from job, estimate or event details in Housecall Pro

This article describes everything you need to know around using the calendar on job, estimate or event details in Housecall Pro

Ian avatar
Written by Ian
Updated over a week ago

In this help article you'll find information on:

Old Calendar vs New Calendar Walkthrough

Timestamp at 23:55 for using the new calendar on job, estimate or event details

Where will I see the calendar view?

There are four different places in Housecall Pro where the calendar exists today

  • Schedule tab (on the main menu)

  • Job details

  • Estimate details

  • Event details

There are two additional places, where HCP users will see the calendar if they are using Pipeline.

The Calendar on the Schedule tab serves the purpose of showing all jobs, estimates and events in one place. It allows you to quickly see and add any unscheduled jobs or estimates. Learn more about the Calendar on the Schedule tab in this article.

The calendars (on job, estimates or event details) are enhanced with additional options specific to scheduling or rescheduling a single calendar item, these options are described in more detail below.

How do I know which calendar I am on?

The main difference between the calendars is in the top bar. The Schedule tab calendar is placed under the main HCP navigation bar (on the left on the picture below), while calendar on job, estimate or event details have a "Schedule a time" and "Save" button on the top.

How to navigate through the calendar on job, estimate, event details

Each job, estimate or an event is styled based on defined rules that can be found in this help article. In order to clearly see which one you are currently scheduling/rescheduling on the job, estimate or event details, the tile is colored blue.

The Job, estimate or event details calendar doesn't show the list of unscheduled jobs and estimates. The main workflow purpose from these views is scheduling a single calendar item. Additional options are bulleted below:

  • JUMP TO JOB button allows you to quickly navigate to a date/time of a currently scheduled job, estimate or event with one click ("1" in the picture below)

  • Notify Customer check box allows you to choose whether a notification about job or estimate being scheduled should be sent to a customer ("2" in the picture below);

    • Please note that Notify Customer is not available for events

  • The Edit Team icon, allows you to dispatch a job, estimate or event to particular employees ("3" in the picture below)

  • The Arrival Window Button allows you to set the arrival window for this job or estimate, with an option to save the default ("4" in the picture below)

  • The Recurrence button sets the rules of recurrence ("5" in the picture below)

Calendar on the job, estimate, event details overview

The Edit Team option details:

The Arrival Window settings details:

Recurrence rules details (in this case for weekly recurrence):

How to change the display settings on job, estimate or event details calendar

Similarly as in the Schedule tab calendar, this calendar offers a slide-out panel with the monthly calendar and a list of employees, calendar item details, and the timezone in which the items are displayed.

See a calendar of different employees, and navigate to particular date:

  • 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

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

Calendar settings

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.

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