The FieldInsight Schedule (or calendar) displays your team schedule for the day/week/month.

The FieldInsight calendar, week view.

FieldInsight Scheduler Options

Click the 'ToDay' button to see the schedule for the day, 

Click the 'Week' button to see the team schedule for the week. 

Click the 'Month' button to see the calendar for the month.

If you have 'Projects' enabled you can select Projects to see all active projects.


You can filter the view by Statuses:



To see all jobs that are designated under a particular Job Status, use the 'Job statuses' drop down to update the options. 

If you have set-up groups you can also select a single group to see all jobs for that type. Learn how to set up groups

You can also select to see one technician's schedule by choosing and individuals name or use 'All technicians'.

The Mini-Calendar

If you need to navigate to another date in your calendar, use the mini calendar on the right of the screen.

Creating Jobs in the Scheduler

If you're on the 'Day' view, you can quickly create new jobs in FieldInsight by clicking the time under a technician.

FieldInsight will automatically assign the job to that Technician and enter the date and time depending on what you selected.

Related article:  Adding Jobs  

Changing Your Calendar Settings

Click the 'Settings' menu option on the right to access your account options.

In the tabs at the top of the page, select 'Calendar' to change your default calendar settings.

Instead of logging in and seeing all scheduled jobs for the day, you can change the default length for jobs and customise how the calendar looks when you first log in.

What's Next?

Once you're familiar with the FieldInsight calendar, check out the GPS feature in the map to help track your team!

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