Timeline View

Overview

• One row per technician (or filtered subset).
• Time runs left to right across the business day.
• Job blocks reflect scheduled start and estimated duration.
• Drag and drop moves jobs to new times or technicians (with confirmation and optional customer notification).
• Day and Week modes: day shows full detail; week shows a summary grid.

How to access

1. Open Scheduler (/scheduler).
2. Click the Timeline tab (or navigate to /scheduler?tab=timeline).

1. Go to Jobs (/jobs).
2. Switch to Calendar view (/jobs/calendar), or use the view toggle on the jobs list.

• In-app reference: Timeline docs
• Quick start: Scheduler Quick Start

What you can do today

• Toggle Day vs Week view.
• Filter by technician and navigate dates with prev/next and date picker.
• Drag jobs to reschedule or reassign (conflict and travel warnings when configured).
• Click empty slots to create a new job prefilled with time and technician.
• View calendar events (non-job blocks) alongside jobs where configured.
• Reload data and see job counts for the visible range.
• Open a job’s detail page from a block.

Prerequisites

• Jobs must have scheduled dates and assigned technicians to appear on the timeline.
• Technicians need Show on Calendar enabled to appear as rows.
• Business timezone and default job duration (from business settings) affect block placement.
• Optional: Google Maps integration improves travel-time conflict warnings between consecutive jobs.

Step-by-step

Reschedule with drag and drop

1. Open Timeline (scheduler tab or /jobs/calendar).
2. Confirm Day mode for precise time edits.
3. Drag a job block to a new time slot or another technician row.
4. Review the reschedule modal—adjust time if needed.
5. Confirm. Optionally send a schedule change notification to the customer when prompted.

Create a job from the timeline

1. Click an empty area on a technician row at the desired time.
2. Complete the new job flow; date, time, and technician are prefilled.
3. After save, the job appears on the timeline.

Review the week at a glance

1. Switch to Week mode.
2. Scan the week summary for total jobs per day and technician.
3. Click a day to drill into day mode for detailed edits.

Current limitations

• Week mode is a summary view—fine-grained drag-and-drop is in Day mode.
• Very dense days may require horizontal scrolling on smaller screens.
• Travel conflict checks depend on valid addresses and maps configuration; missing geocoding may skip warnings.

Related features

• Scheduler & Dispatch Board · Scheduler docs
• Calendar View · Calendar docs
• Scheduling & Pipeline Boards
• Route Optimization & Bulk Scheduling