Jobs & Scheduling
Calendar View
Weekly calendar with compact and expanded technician panels.
5 min readCalendar View
ServiceFlow offers two calendar-style experiences: a dedicated Jobs → Calendar page and Column View inside the Scheduler. This guide covers both so you can pick the right screen for daily dispatch.
Overview
Jobs → Calendar (/jobs/calendar)
A full-page timeline calendar focused on scheduling:
- Horizontal technician rows and job blocks (same engine as Scheduler → Timeline).
- Day and Week toggles.
- Drag-and-drop reschedule, click-to-create jobs, and technician filtering.
Use this when your team lives under Jobs and wants a calendar without the full scheduler chrome.
Scheduler → Column View (/scheduler?tab=column)
A weekly column layout with two display modes:
| Mode | Description |
|---|---|
| Compact | Accordion-style panels per technician; job cards in a list; availability gaps highlighted |
| Expanded | Time grid (typical business hours); job height reflects duration; overlaps shown side-by-side |
Compact/expanded preference is saved in the browser. See Calendar docs for UI details.
Scheduler → Calendar tab (/scheduler?tab=calendar)
Traditional month / week / day calendar with badges, financial summary, and the Job Scheduling side panel—not the same as Jobs → Calendar, but complementary for overview and dispatch.
How to access
| View | Menu path | URL |
|---|---|---|
| Jobs calendar (timeline) | Jobs → Calendar | /jobs/calendar |
| Column view (compact/expanded) | Scheduler → Column View | /scheduler?tab=column |
| Scheduler overview calendar | Scheduler → Calendar View | /scheduler?tab=calendar |
Documentation: Calendar docs (Column View), Timeline docs (shared timeline behavior).
What you can do today
On
/jobs/calendar- Day/week timeline scheduling with drag-and-drop.
- Filter technicians, navigate dates, create jobs from open slots.
On Scheduler Column View
- Toggle Compact vs Expanded weekly layout.
- Drag jobs between days/technicians where supported.
- Manage calendar events (meetings, PTO blocks) alongside jobs.
- Click availability gaps to start job creation.
On Scheduler Calendar tab
- Month/week/day overview with job counts and financial rollup.
- Side panel for unscheduled job queue and technician availability.
Prerequisites
- Calendar visibility requires appropriate job permissions.
- Technicians must be configured to show on calendar.
- Business working hours and timezone settings affect gap detection and grid bounds.
Step-by-step
Schedule from Jobs → Calendar
- Go to Jobs → Calendar (
/jobs/calendar). - Choose Day or Week.
- Drag an existing job or click an open slot to create one.
- Confirm reschedule prompts and optional customer notifications.
Use Column View for weekly planning
- Open Scheduler → Column View (
/scheduler?tab=column). - Toggle Compact for a quick crew list or Expanded for time-grid conflict checking.
- Expand/collapse technician panels in Compact mode as needed.
- Move jobs or open gaps to fill the week.
Compare with the Scheduler overview
- Use Scheduler → Calendar View when you need month-level visibility or financial totals for the period.
- Use Jobs → Calendar or Timeline when the priority is moving jobs on a timeline.
Current limitations
- Jobs → Calendar does not include the Column View compact/expanded modes—that layout lives on the Scheduler Column tab only.
- Three calendar entry points can feel redundant; teams often standardize on one primary view for daily standups.
- Mobile layouts prioritize readability over dense grid editing.