View Scheduled Jobs, Inspections and Zoom Calls on the Calendar

Organisation Admins can view schedules for maintenance in all of their assigned Buildings on the Calendar.

Using the Calendar can enhance productivity and help to achieve both short-term goals and long-term vision for the Organisation. 

It's easy to allocate resources for new Jobs and make decisions more authoritatively.

Contents

• View the Calendar
• Filter Results and Find Scheduled Jobs

View the Calendar

To go to the Calendar, click the Calendar Icon on the toolbar.

Choose to view by month, week or day. It's easy to toggle between Calendar views, just click the button to change the view.

Click '<-' to view one year previous or '->' to view one year ahead.

When viewing by month, select '<'  to view the previous month or '>' to view the next month.

When viewing by week, select '<'  to view the previous week or '>' to view the next week.

When viewing by day, select '<'  to view the previous day or '>' to view the next day.

Click 'today' to view today's date.

Filter Results and Find Scheduled Jobs

Organisation Admins can enter a Plan Number, Contractor, Job or Trade in the Search Bar to view the appointment on the calendar. 

Select a Manager to filter the results to the Manager's assigned Jobs.

Select a Status to filter the results to Jobs of that status.

When Organisation Admins view the Calendar, they will see that each kind of appointment has a unique color.

Green for 'Inspection Booked'

Blue for 'Scheduled Job' 

Red for 'Scheduled Job with Disruption Notice'

Purple for 'Zoom Meeting'

Click any appointment to view more information like important notes and contact details. View the Work Summary page by selecting 'View job' at right side of the window.