Overview
The Schedule has been rebuilt from the ground up. It is the same tab in the same place, but it now works as a full calendar of your whole team. You plan by dragging work orders onto a technician and a day, and the board stays in step with the work orders themselves.
Accessing the Schedule and basic layout
Click Schedule on the top navigation. Switch between Day, Week, and Month views.
A side panel lists your work orders. You can search it or filter it by customer name, unit number, contact, assignment status, and other statuses. Hover a work order to see its lines and hour estimates.
Scheduling work
1. Pick a work order from the side panel.
2. Drop it on a technician and a day.
3. The technician is scheduled and added to that line's labor roster at the same time, so the board and the work order stay in step.
Not sure who is taking a job yet? Drop it onto a department instead of a person to park it, then drag it onto a technician once you know.
Big jobs spread themselves
Schedule the whole estimate and ShopView spreads it across the consecutive working days it will actually take, skipping weekends, and shows an estimated completion time. Shifts are sized by the hours remaining on the estimate rather than the original figure, so time already clocked never gets booked a second time.
Conflicts and capacity
The board tells you when something is wrong before you find out the hard way. Double bookings, weekend shifts, and anything landing outside working hours are flagged on the block and counted in the toolbar, so you can jump straight to whatever needs fixing. A capacity bar above each day shows how much of the team's available hours are booked, with an OT tag when an individual technician goes past their own hours.
Working hours
Set business hours for the shop in Edit Location, and custom working hours per technician in Edit Staff Member, including split shifts for days that need them. Once they are set, the Schedule builds around them: shifts are sized to fit a working day, anything outside those hours is flagged, and capacity measures against each technician's real hours rather than a generic day. Times outside working hours are grayed out or softly warned about when you schedule into them.
Events
Meetings, training, and stand ups go on the board as events, so non repair time consumes real capacity instead of being invisible.
Undo
Every change can be undone, including a long job you have just spread across weeks.
Permissions and personal views
Access follows your existing role permissions (Schedule: View, Edit, Delete). Technicians and other view only roles see the whole board read only, and anyone can use the My Shifts filter to narrow the board to their own work.
Screen sizes
The Schedule is built for desktop and tablet widths. Narrower screens scroll sideways rather than rearranging.
