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In this article, you will learn more about the Workiz schedule and how it can be a great tool to keep track of your business.
The Workiz schedule will contain all of the jobs, leads, and tasks you have booked on the calendar. It includes a number of different powerful features to help streamline your workflow.
To access the Workiz schedule:
From the sidebar menu, select Schedule
Multiple viewing modes
Workiz offers several different ways to view your schedule, allowing you to choose the one that works best for you and your workflow.
To change the schedule viewing mode, select one of the following tabs from within the Schedule page:
For a more comprehensive overview of the different ways you can view your schedule, please see this article.
Jobs, leads, and tasks on your schedule will appear in certain colors to indicate the specific technician on your team who has been assigned to that scheduled item. This is a great way to get a quick understanding of your technicians’ workloads.
Edit and create jobs
Edit existing jobs
Every item on your schedule can be dragged and dropped to make quick changes while on the Timeline view. With this feature you can easily:
Assign an unassigned job to a member of your team
Reassign a job to a different team member
Reschedule a job to a later time or date
Add new jobs
You can also select an empty slot on the schedule to create a new job from the Schedule page. To do this, simply click and hold on an empty space and drag your cursor to the desired slot length. From here, you will be taken to the New Job page where you can complete the remaining fields of the new job form.
Tip: To save yourself some time, use this method while on the Timeline view so you can select an empty space for a technician with availability. Doing so will automatically complete the Scheduled details on the New Job page.
Details quick view
The Schedule page also gives you a quick summary of the job, lead, or task details.
Select any item on your schedule to easily:
Call the client or assigned tech using Workiz Phone
View the exact time slot
View the service address
View the status of the scheduled item
To make quick changes to an item on your schedule, simply select that item and select the pencil icon to make changes from the sidebar, or the pop-out icon to make changes from the job's page.
You can edit your business hours directly from the Schedule page as well.
Select the Schedule settings icon from within the Schedule page and edit your business hours as desired.
For more information on how to set your business hours, please see this article.
You can also apply specific filters to limit the sort of jobs, leads, or tasks you’re seeing at any given time.
Select the Filter results icon from within the Schedule page. Select the Filter results field and choose an item to filter from (i.e., if you only want to see scheduled items that have been tagged Estimate, select Estimate under Tags).
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