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Jobs - Month View

Written by Natalia Tumoian

Accessing Month view

  • Click MONTH in the top right of the screen to access the month view.
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  • ​Click GROUPED BY TECH to view jobs by technicians.
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  • Click the technician's name at the left portion of the page to view the jobs assigned to that technician.

  • The symbol at the top right of the job indicates that it is part of a recurrence pattern. If there is no symbol, it is either a one-off job or a recurrence job that has been rescheduled but the recurrence pattern has not changed.


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A. Change Month - Click the forward or back arrows on the top right side of the calendar. The circular arrow-shaped icon is the refresh page option.

B. Collapse Technician Names - Click the left-hand arrow above the technician names.
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C. See Job Details - Hover over the job to see more job details:

  1. You can view the job, do a quick update or move/reschedule the job from this detailed view.

  2. OPEN indicates the status of the job.

  3. The color to the left-hand side of the job is the color label allocated to the job.
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D. View Unscheduled Jobs - click View Unscheduled to the top right of the screen.

  • The unscheduled jobs list is viewable in all calendar views on any given day.

  • This will show a list of unscheduled jobs on the left-hand side of the calendar.

  • You can search for an unscheduled job by clicking in the search jobs bar.

  • You can schedule the job to a day, click, hold and drag the job or click on the job to open and schedule.

  • You can change a job from scheduled to unscheduled, click, hold and drag the job from the calendar to unscheduled.

  • Click Hide unscheduled jobs to close.

E. Reschedule Job - You can reschedule a job to a different day in month view, click, hold and drag the job to a different day, if the job is part of a recurrence pattern, and you change to a different day, you will be prompted to check the new recurrence pattern and save.
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Filters

The filter allows you to change the way jobs are filtered or displayed on the Month view.

Click Filter at the top-right portion of the month view calendar. You can filter by:

  • Tags

  • Colors
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  • Filter by Status - Click the drop-down box arrow to select the job status, you can filter by:

    • All jobs

    • Open jobs

    • Complete jobs

    • Job sheet sent

    • Invoice sent
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  • Change Job Displayed Options - Click boxes to the left-hand side of each option to deselect, all options are displayed as default.

    • Job type

    • Suburb

    • Customer

    • Street

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