Plan the day in the Scheduler

Open Operations → Scheduler. Two switches at the top change how you see the same jobs:

• Board or Calendar. Board gives each technician a lane of their open jobs. Calendar puts every technician on a row with the day's hours across.
• Day, Week or Month. Day shows each technician's jobs, the drive between them, and any overlaps. Week shows how full each technician's days are. Month shows how busy the whole team is each day; click a day to open its week.

To schedule lists every job still waiting for a technician. Drag one onto a technician's row at the time you want, or press Find a slot: the best three fits light up in green, ranked by skill, drive time and how full each day is. Click one to book it.

Drag a booked job along its row to change the time, or onto another row to give it to someone else. After a change you have a few seconds to press Undo; the customer and technician are only told once the change sticks. Moving a job to a different technician asks first and tells them straight away.

New Job opens the booking form with the date already filled in.