ServiceFlow Pro Docs
Jobs & Scheduling

Calendar View

Weekly calendar with compact and expanded technician panels.
5 min read

Calendar View

ServiceFlow offers two calendar-style experiences: a dedicated Jobs → Calendar page and Column View inside the Scheduler. This guide covers both so you can pick the right screen for daily dispatch.

Overview

Jobs → Calendar (/jobs/calendar)

A full-page timeline calendar focused on scheduling:
  • Horizontal technician rows and job blocks (same engine as Scheduler → Timeline).
  • Day and Week toggles.
  • Drag-and-drop reschedule, click-to-create jobs, and technician filtering.
Use this when your team lives under Jobs and wants a calendar without the full scheduler chrome.

Scheduler → Column View (/scheduler?tab=column)

A weekly column layout with two display modes:
ModeDescription
CompactAccordion-style panels per technician; job cards in a list; availability gaps highlighted
ExpandedTime grid (typical business hours); job height reflects duration; overlaps shown side-by-side
Compact/expanded preference is saved in the browser. See Calendar docs for UI details.

Scheduler → Calendar tab (/scheduler?tab=calendar)

Traditional overview with Schedule Menu, Unscheduled badge rail, HCP view dropdown (Schedule / Dispatch / Day / Week / Monday–Friday / Month), MAP, and Calendar Settings. Financial summary and the Job Scheduling side panel remain available.
Use Color by Employee or Color by Area (ZIP areas from the Schedule Menu). Enable Display US holidays and tile field options under the gear icon.

How to access

ViewMenu pathURL
Jobs calendar (timeline)Jobs → Calendar/jobs/calendar
Column view (compact/expanded)Scheduler → Column View/scheduler?tab=column
Scheduler overview calendarScheduler → Calendar View/scheduler?tab=calendar
Documentation: Calendar docs (Column View), Timeline docs (shared timeline behavior).

What you can do today

On /jobs/calendar
  • Day/week timeline scheduling with drag-and-drop.
  • Filter technicians, navigate dates, create jobs from open slots.
On Scheduler Column View
  • Toggle Compact vs Expanded weekly layout.
  • Drag jobs between days/technicians where supported.
  • Manage calendar events (meetings, PTO blocks) alongside jobs.
  • Click availability gaps to start job creation.
On Scheduler Calendar tab
  • Month/week/day overview with job counts and financial rollup.
  • Side panel for unscheduled job queue and technician availability.

Prerequisites

  • Calendar visibility requires appropriate job permissions.
  • Technicians must be configured to show on calendar.
  • Business working hours and timezone settings affect gap detection and grid bounds.

Step-by-step

Schedule from Jobs → Calendar

  1. Go to Jobs → Calendar (/jobs/calendar).
  2. Choose Day or Week.
  3. Drag an existing job or click an open slot to create one.
  4. Confirm reschedule prompts and optional customer notifications.

Use Column View for weekly planning

  1. Open Scheduler → Column View (/scheduler?tab=column).
  2. Toggle Compact for a quick crew list or Expanded for time-grid conflict checking.
  3. Expand/collapse technician panels in Compact mode as needed.
  4. Move jobs or open gaps to fill the week.

Compare with the Scheduler overview

  1. Use Scheduler → Calendar View when you need month-level visibility or financial totals for the period.
  2. Use Jobs → Calendar or Timeline when the priority is moving jobs on a timeline.

Current limitations

  • Jobs → Calendar does not include the Column View compact/expanded modes—that layout lives on the Scheduler Column tab only.
  • Three calendar entry points can feel redundant; teams often standardize on one primary view for daily standups.
  • Mobile layouts prioritize readability over dense grid editing.

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