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.

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 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: client, notes and a link to open it.
  • 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.

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 labeled "Not Scheduled Appointments" slides open, listing the jobs that still need a time. Drag a row from that panel straight into a technician's column to book it, or use the suggested times instead. The scheduling guide covers both ways 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.