ServiceFlow Pro Docs

Weekly Column Calendar

The weekly column calendar shows one column per day and switches between compact accordion rows and an expanded time grid. Compact mode scans the week quickly. Expanded mode places jobs on the hours, closer to a Google Calendar layout. Open it when you are placing work on a week, not when you are looking at one technician's row.

View Modes

Toggle between two display modes using the buttons in the header:
Compact Mode
  • Accordion-style layout
  • Technicians as collapsible panels
  • Shows job cards in a list
  • Availability gaps highlighted
  • Best for: Quick overview of who's working
Expanded Mode
  • Time grid layout (7 AM - 7 PM)
  • Jobs positioned by actual time
  • Visual duration (height = time)
  • Overlapping jobs shown side-by-side
  • Best for: Seeing time conflicts & gaps

Compact Mode

Layout

Each day shows as a column with:
  • Day Header: Day name, date, and job count
  • Technician Panels: Collapsible sections for each technician
  • Job Cards: Listed within each technician's panel

Availability Gaps

Green tags show when technicians have open time slots:
9:00 AM - 11:00 AM
2:00 PM - 5:00 PM
Click any gap to create a new job at that time with the technician pre-selected.

Expanded Mode

Time Grid Layout

Dec 28 - Jan 3, 2026
Capacity
135h
Scheduled
10.0h
Available
125.0h
Sun
28
0 jobs
Mon
29
0 jobs
Tue
30
1 jobs
Wed
31
0 jobs
Thu
1
0 jobs
Fri
2
3 jobs
Sat
3
5 jobs
7:00 AM
8:00 AM
9:00 AM
10:00 AM
11:00 AM
⏱ 10:30 AM • JB25
Elijah Johnson
Test
⏱ 7:45 AM
Sarah
test
⏱ 7:45 AM
Elijah
⏱ 10:45 AM
TestingTom
⏱ 8:30 AM
Elijah
⏱ 9:30 AM
Elijah
⏱ 11:00 AM
Elijah

Job Cards

8:30 AM • JB26-0005
Elijah Johnson
test
9:30 AM • JOB-013
Elijah Johnson
Service Call - Elijah
2:45 AM • JB26
Sarah Johnson
Testing 2
Job cards in expanded mode show:
  • Time - Scheduled time
  • Job Number
  • Customer Name
  • Job Title
  • Location
  • Duration

Quick Job Creation

In Expanded mode, you can click any open time slot to create a job:
  1. Click on an empty time slot in any day column
  2. A tooltip shows "Click to create job at X:00 AM/PM"
  3. The Job Create form opens with the date and time pre-filled

Drag & Drop

Rescheduling works in both Compact and Expanded modes:

In Expanded Mode

  1. Grab any job card
  2. Drag vertically to change the time
  3. Drop on a different day column to change the date
  4. A dialog shows the calculated new time based on drop position
  5. Confirm to save the new schedule

In Compact Mode

  1. Grab any job card from a technician panel
  2. Drop on a different day or technician panel
  3. Select the specific time in the confirmation dialog

Tips & Tricks

  • Current Time Indicator: In Expanded mode, a red line shows the current time on today's column.
  • Today Highlight: Today's column has a blue header for easy identification.
  • Job Overlap: When jobs overlap, they display side-by-side so you can see conflicts.
  • URL Sharing: The view mode is saved in the URL (?view=expanded), so you can share specific views.