Working with the calendar

The calendar is where the plan comes together: every technician has their own column for the day, and every visit sits in it as a block you can click, drag and resize. It is also the first page you see after signing in.

This guide walks through the layout, the visit card, and the everyday moves: rescheduling with a drag, changing a visit's length, and booking waiting appointments.

Finding your way around

Each technician gets one column per day, so a day view reads like a set of personal schedules side by side. To zoom in or out, click the month, week and day buttons in the top-right corner of the calendar. The arrow buttons in the top-left corner move you back and forward in time, and the today button next to them jumps back to the current date. The two small buttons next to the palette icon, at the right end of the same row, switch what the visit colors mean: each technician in their own color, or every job in the color of its status. The visit statuses guide explains both modes.

The calendar in week view with columns for James Miller and Daniel Brown, filled with visits across the week
A full week: one column per technician per day, visits shown as colored blocks.
Too many columns? Click the "Filter By Worker(s)" dropdown above the calendar, tick only the technicians you are working with right now, and the other columns disappear.

The visit card

Click any visit block once and a small card pops up next to it with everything about the visit in one place. Click the X in its corner (or the visit again) to close it. The card shows:

  • Times: the "Trip" (travel there), the "Planned time" for the work, and the "Actual worked time" once the technician has started.
  • The technician the visit belongs to.
  • The service list showing what is still left to do.
  • The appointment behind the visit: its status, the client's notes, and a blue "View" button that opens the full appointment without leaving the calendar.
  • The address and phone number, so you can call or check the location without leaving the calendar.
An open visit card showing trip and planned times, the technician, the To do service list, the client address and phone number
The visit card: times, services, address and phone, one click away.

Moving and resizing visits

Rescheduling is just dragging. Press and hold a visit block, drag it to another time (or across into another technician's column) and drop it there. The visit moves and a confirmation message appears; nothing else to save. To change how long the work takes, grab the bottom edge of the block and drag it up or down.

While you hold a block, ServisGo shows exactly where it will land: the block itself displays the new start and end times, and dashed lines stretch across the grid to small time bubbles on the left time axis. That helps most in the columns far from the axis, where the row lines are hard to read. Resizing works the same way: the bubble follows the bottom edge and shows the new end time.

A visit block being dragged in the calendar, with its new times on the block and dashed guide lines pointing to time bubbles on the time axis
Mid-drag: the block shows where it will land, and the bubbles on the time axis show the exact start and end.

Right-clicking a visit opens a menu with more actions. Under "Time slot" you can pick "Copy" (put the same visit in another place too) or "Unschedule" (take the visit off the calendar; the appointment goes back to waiting for a time). Under "Appointment" you can pick "View" or "Edit" to open the appointment itself.

The travel time around visits is automatic. It appears as the dark strip at the top of each visit block. The longer the drive, the taller the strip. When you move a visit, ServisGo recalculates the driving before and after it; you never plan travel by hand. See the route planning guide.

Appointments waiting to be booked

Click the small tab on the right edge of the calendar screen and a panel slides open, listing the jobs that still need a time; the "Show map" button in its top corner puts the same jobs on a map. Drag a row from the panel (or the map's hover card) straight into a technician's column to book it, or use the suggested times instead. The scheduling guide covers the panel, its filters and the map in detail.

And the colors? A visit's color reflects its status: not started, in progress, finished or unfinished. The visit statuses guide explains the full color logic.