Navigation & Quick Access

The mobile app is now more customizable so you can quickly access the tools you use most often.

Customizing the Menu

If you do not see the Schedule icon in your bottom navigation bar:

1. Go to the More page.

2. Press and hold an icon.

3. Drag icons to rearrange your menu.

4. Move Schedule into a permanent position for quicker access.

Your menu layout will automatically save to your user profile.

List View

The List View provides a clear vertical feed of all visits scheduled for a specific day.

This view allows you to:

• Quickly scan the day’s schedule

• See which crew is assigned to each visit

• Identify upcoming appointments without navigating the calendar grid

Multi-Day Views

You can toggle between several schedule views:

• Day View – Best for focusing on today’s visits

• 3-Day View – Ideal for spotting open scheduling gaps

• Week View – Provides a broader look at upcoming workload

The 3-Day View is especially useful for identifying Anytime visits that can be placed into available time slots.

Live Visit Management

The mobile schedule is now Visit-centric, meaning it focuses on tracking the actual time spent at each appointment.

Time Tracking & Status

Visual Indicators

Visits display status indicators directly on the schedule.

• Completed visits appear grayed out

• A green checkmark confirms the visit has been finished

Live Time Tracking

When opening an active visit, you will see the time tracking timer running.

From the visit page you can:

• Pause the timer

• Finish the timer when work is complete

All time data automatically syncs to the web platform for technician performance reporting.

Visit vs. Job View

The badge in the upper-right corner indicates when you are viewing a Visit.

If you need access to broader information:

1. Tap Details

2. Select View Job

This opens the full job record where you can manage:

• Invoicing

• Customer information

• Service details

Closing Out Work

Once work is completed:

1. Tap Finish on the visit page.

You will then choose the next step:

• Add Another Visit – if a follow-up appointment is required

• Mark Job as Complete

Marking the job complete will redirect you to the Job Page, where you can:

• Finalize notes

• Create or review the invoice

Mobile Scheduling & Rescheduling

The mobile system allows technicians to adjust schedules directly in the field.

Editing the Schedule

From a visit page:

1. Tap the Schedule icon at the bottom of the visit.

2. This enters Edit Mode.

Drag-and-Drop Scheduling

While in edit mode you can:

• Drag the entire visit block to a new time

• Move the visit to another crew

• Adjust visit duration using the slider handles

Example:

• Move a visit from Alpha Crew to Beta Crew if another team becomes available.

Understanding Availability Bars

When scheduling a visit, look at the colored availability bars on the left side of the schedule.

These indicate when technicians are available.

Example:

• If Alpha Crew has open availability from 1 PM – 4 PM, the bar will show open space.

• If the time block is full, you should schedule the visit elsewhere.

This makes it easy to avoid overbooking.

Handling Services & Deletions

Service management can also be handled directly from the mobile app.

Adding Service Plans

To create a service plan from mobile:

1. Open the Customer Profile.

2. Go to the Service tab.

3. Create a one-time service or recurring service plan.

4. Schedule the visit.

You can bypass agreements and go straight to scheduling if needed.

Deleting or Canceling Visits

A visit cannot be deleted if it is the only visit tied to a job.

To remove it:

1. Open the Customer Profile.

2. Navigate to the Service Tab.

3. Deactivate or delete the entire service/job.

This prevents incomplete or orphaned job records.

Admin vs. Technician Views

💡 Pro Tip for Admins

Admins can see all crews and all visits across the schedule.

Member technicians will only see:

• Their assigned visits

• Their crew’s schedule

This keeps the technician view clean and focused while allowing admins full operational visibility.

Final Thoughts

The mobile scheduling update is designed to connect office planning with field execution.

By using features like menu customization, live time tracking, and mobile schedule editing, your team can operate more independently while still providing the office with accurate, real-time data.

This allows technicians to stay focused on the job while keeping the entire team aligned.

Tips for Using Mobile Scheduling Effectively

• Check for Backdated Visits
  Use Day View to look at previous days and confirm all visits and jobs were properly completed.

• Monitor Arrival Windows
  If you are running ahead or behind schedule, adjust the arrival window directly from the visit page.

• Use the 3-Day View for Planning
  This view makes it easier to identify gaps where new leads can be scheduled.

• Sync Your Preferences
  Any menu icon rearrangements will automatically save to your user profile.

Congratulations! You are now ready to fully leverage the Mobile Scheduling System to track visits, manage crews, and close out jobs directly from the field.

If you encounter any bugs or have suggestions for upcoming mobile features, please reach out through the in-app support chat. Our team is always working to improve the experience.