Calendar

Overview

This section will cover the Calendar and how to take advantage of its features. Clicking Calendar in the top menu will take you to the calendar. The default view will show the current month and all jobs scheduled for that month.

Use the Calendar View menu located at the top right of the screen to condense the calendar view to either month, week, day, or convert the calendar to a list view.

Mousing-over a job in the calendar will give you a brief summary of the job. I small window will open and detail the overall status, the progress, the estimated start date, actual start date, and the completed status. Clicking a job on the calendar will take you directly into that quote or work order.

You can also hide jobs in your calendar by selecting different statuses in the Legend.

Reminders created on quotes or work orders for that month can be viewed in the Reminders section. To add a reminder, click New Reminder, this will open a new window. Complete the form and click the blue Add button.

Add Reminder Window

Calendar Reminders can be set for anything – they are not limited to quotes and work orders.

!Reminders generated from the calendar or customer details page WILL NOT be linked to any quote or work order.