In this article, you will learn how to create company events, log employee time off, and manage these schedule entries directly on the mobile calendar.
Effectively managing your team’s schedule ensures that company-wide meetings, individual time off, and field work are properly aligned. By maintaining an up-to-date schedule, you prevent scheduling conflicts and keep your dispatching operations running smoothly.
Schedule Management and Time Off Entry
In order to schedule company events or record employee time off, you will need to access your Jobs tab and mobile calendar.
Creating a Company Event
1. Access the Schedule:
Tap the Jobs tab in the bottom navigation bar and select the Month view at the top of your screen.
2. Open Quick Actions:
Tap the floating + button in the bottom right corner, then select New Event.
3. Fill Out Event Details:
Enter the required event information into the form:
- Assign the event to a specific team member, or leave it set to no one if it applies to the entire company.
- Input a Title and optional Description.
- Tap the Start and End fields to pick the exact dates and times using the calendar and clock pop-ups.
4. Save the Event:
Tap Create Event.
Logging Employee Time Off
1. Open Time Off Request:
Tap the floating + button and select Time Off.
2. Specify Employee and Details:
- Select the specific technician/team member from the list.
- Input the reason for the leave.
- Toggle the All Day switch on if they are taking full days off.
- Choose the start and end dates on the calendar (or select exact times if all-day is not toggled).
3. Save Time Off:
Tap Save Time Off.
To update or remove an existing entry, tap directly on the event or time off item from the calendar to open the edit menu, where you can modify details or delete the record permanently.