ServiceFlow Pro Docs

Calendar View

The Calendar View displays a weekly column-based layout with two modes: Compact (accordion-style) and Expanded (time grid like Google Calendar).

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.