What this guide covers
- How to open the right date and view.
- How to filter the schedule by assignee, client, site, and status.
- How to open a job from the schedule.
How it works
The web schedule is where office staff review the week, check what is booked, and spot anything that needs attention.
Use filters to narrow the view, then open the job or site when you need to make a change.
Common workflows
Review today at a glance
Open the day, filter to the right people or clients, and spot gaps, clashes, or incomplete work quickly.
Check planned work before the week starts
Move through upcoming dates, confirm assignments, and open the jobs that need changes.
Steps
Open the day or week you need
Web app -> Schedule- 1Open `Schedule` from the left-hand nav.
- 2Use the date controls to move to the correct day or week.
- 3Switch view if needed so you can see the day or week in the clearest way.
Filter the schedule fast
Schedule -> Show filters- 1Select `Show filters` when you want to narrow the schedule without leaving the page.
- 2Filter by assignee, client, site, or status depending on what you need to review.
- 3Clear the filters when you are done so you can see the full week again.
Open the linked work
Schedule -> Job detail- 1Select the job you want to inspect.
- 2Use the linked detail page to adjust timings, assignments, notes, or site context.
- 3Return to the schedule to confirm the wider week still looks right.
Tips
- Use the schedule to review the week. Open the job itself when you need to change the detail.
- If the view feels noisy, filter by assignee or client before making changes.
- If a repeating job needs a permanent change, update the recurring setup rather than fixing each job one by one.