Schedule and diary

What this page is for

The Schedule shows every engineer's day. Use it to book visits, move them and see who is free. Open it from Schedule in the menu.

Do the common things

Book a visit

1. Open Schedule.
2. Click + Add, or open a job and click Add visit.
3. Choose the job, the engineer, the day and the time.
4. Click Save visit. The engineer is told about it.

Move a visit

1. Find the visit on the day or week view.
2. Drag it to the new time or engineer. Or open it, click Edit and change the time.
3. The engineer gets a notification that the visit moved.

Let Trade Sure suggest a time

1. Open the job and click Suggest on the visit.
2. Trade Sure lists times that fit the engineer's skills, working hours, time off and travel.
3. The job's urgency sets how far ahead it looks. Emergency: today or tomorrow. Urgent: within a few days. Routine: when it suits the route.
4. Click Book next to the one you want.

See a different day, week or month

1. Use the arrows and Today at the top of the Schedule.
2. Switch between day, week, month and list views.
3. The Unscheduled panel lists jobs with no visit yet. Drag one on to the diary to book it.

Add a task or a reminder

1. Click + Add and choose a task, event or reminder.
2. Tick Done when it is finished.

What the colours and states mean

• Scheduled: the visit is booked.
• Cancelled: the visit was cancelled. It stays on record.
• Shaded time is time off, a holiday or outside working hours.

If something looks wrong

• An engineer does not show: check they are active under Team.
• Suggested times look too few: check working patterns, time off and skills in Team.
• Times look an hour out: check your computer's clock and time zone.