Use the schedule
Plan work, resolve clashes and move visits from the calendar.
Choose a calendar view
The web app provides Day, Week and Month views. Mobile provides the same time ranges with a focused day view for field work.
Your working hours set the calendar’s initial position. The full day remains available.
Book from the calendar
On web, select an empty hour or day area to create a visit with the date and time already filled in.
Non-working days are shown differently, but manual booking is still allowed.
Move a visit
Drag a scheduled visit to another time on the web calendar. On mobile, open the visit and choose Reschedule.
Completed and cancelled visits cannot be dragged.
Resolve a clash
Easy Days Work blocks overlapping visits for the same user. Cancelled visits do not occupy a slot; completed visits remain part of the historical schedule.
When a time clashes, choose from the suggested alternatives. Fixed programmes and ongoing work can move clashing visits to the next available slot for your review.
Open visit details
Select a calendar entry to review the customer, address, status and visit description. Use View on schedule from visit details to return to its calendar position.
Holiday and other calendar blocks
Some visit types are calendar blocks (for example Meeting, Lunch, Busy, or Holiday). They reserve a person’s diary and keep them out of dispatch as available, but they are not customer jobs.
If you connect Charlie HR, approved holiday can appear as Holiday blocks on linked Members’ calendars. See Connect Charlie HR.