Planning calendar#
The planning calendar is the foreman’s main tool — it shows all installers and their tasks side by side at a glance.
Open: Field Service → Planning Calendar.
Core view elements#
- Days on the horizontal axis, installers on the vertical.
- Each task is a coloured bar whose width = estimated duration.
- Task colour = state or priority (office configures).
- Green border = task complete. Can be filtered if desired.
Time-range zoom#
Top-bar buttons / quick selectors:
- Day — one day per column, finest view
- Week — 7 days visible
- 3 weeks (default) — broadest overview, good for week planning
- Month — only task counts per day
**3 weeks is the new default** (200.x). It used to default to one day, but in practice the week view is more useful for planning.
The chosen zoom is per-user remembered — when you return, your preference is preserved.
“Today” button#
Tap Today → the calendar returns to the 3-week default and centres on the current week. A safety net when you’ve gotten lost in scrolling.
Assigning / moving tasks (drag & drop)#
- Drag a task onto an installer’s row → assigns to them.
- Longer drag within a time range → moves the task to another day (same installer).
- Edge drag → adjusts task duration.
Right-side panel: Unassigned and Unscheduled#
The right edge is split into two sections:
- Unassigned — tasks with no installer. Anyone can pick them up.
- Unscheduled — tasks that have an installer but no date, e.g. a task whose schedule was cleared. Without this section such a task would disappear from the calendar entirely (not in the unassigned pool, not on the grid). The foreman sees all; a basic installer sees only their own.
Drop-zone logic (the result depends on where you drop):
| Drag | To | Result |
|---|---|---|
| Unscheduled | → Unassigned | Installer removed → task released |
| Unassigned | → Unscheduled | Assigned to you, with no date |
| Calendar bar | → Unassigned | Full release: installer and schedule cleared (confirmation) |
| Calendar bar | → Unscheduled | Schedule cleared, installer kept |
| Unassigned or Unscheduled | → Calendar | Task scheduled on the drop day and assigned to that row’s installer |
So when you want to clear only the schedule but keep the task on its installer, drag the bar to the Unscheduled section. When you want to release the task entirely, drag it to the Unassigned section.
Assistant installer rows#
When a primary installer is on a task, assistant installers appear on their own row below as an underline (“rose-orange”) at the task’s position. Visual distinction (197.5) ensures you see who’s assisting:
- Primary: strong bar
- Assistant: thin orange line on the same task
Task search and centering#
The top search field: type part of the task name or number (e.g. “FO023”). Pick from results, and the calendar centers on that task (zoom closer if needed). Good when someone calls and mentions a number.
Completed tasks#
By default, completed tasks are shown in the calendar — useful for history and comparison. You can hide them with a filter (e.g. “In progress only”).
Weekend handling#
By default, weekends are hidden (show_weekends=off). But if a
weekend day has a task, it still appears — we don’t want to hide
existing work. (200.x)
Basic installer view#
A regular installer (no foreman rights) sees only their own row in the planning calendar. Others’ tasks are not visible. (200.x)
Intentional — privacy + performance. Foreman gets the full view.