Quick Start Guide

Get up and running with the scheduling tools in 5 minutes. This guide walks you through the essential features.

Before you start

We recommend completing Setup & configuration for business settings and integrations, then continue with the scheduler steps below.

Time to Complete: 5 minutes

By the end of this guide, you'll know how to view schedules, create jobs, and reschedule with drag-and-drop.

Step 1

Access the Scheduler

Navigate to the Scheduler

From anywhere in the app, click Scheduler in the left sidebar (or tap the menu icon on mobile).

Scheduler

→ Opens the main scheduling dashboard

Default View

The Scheduler opens to the Timeline view by default. You can change this in your preferences.

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Step 2

Understand the Views

Three Ways to View Your Schedule

Timeline

Horizontal time view
All technicians at once
Great for seeing the big picture

Columns

Weekly calendar layout
Compact or expanded modes
Click time slots to add jobs

Routes

Optimized driving routes
Google Maps integration
Saves drive time

Click the tabs at the top to switch between views. Try each one to see which works best for your workflow.

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Step 3

Create a Job

Two Ways to Create Jobs

Quick Create Button

Click the blue Create Job button
Fill in customer, date, and time
Assign a technician
Click Create

Click on Calendar

Go to Column view → Expanded mode
Click any empty time slot
Date and time are pre-filled!
Complete the form and save

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Step 4

Reschedule with Drag & Drop

Drag & Drop to Reschedule

The fastest way to reschedule a job:

Grab Job

Drag

Drop!

Change Time: Drag vertically in expanded view
Change Day: Drag to a different day column
Change Technician: Drag to a different technician row
Confirm: A dialog shows the new schedule - click Reschedule to save

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Step 5

Generate Routes

Optimize Technician Routes

Click the Routes tab
Routes are automatically generated for the selected date
Each technician sees their optimized stop order
Click "Open in Google Maps" to get turn-by-turn directions

Route Optimization Saves Time

The system calculates the most efficient order to visit job locations, reducing drive time by up to 45%.

You're Ready!

You now know the basics. Here's what to explore next: