View and track your works, quotations, and invoices by date. The calendar page has two sections: the calendar on the left and a summary panel on the right.
Switching between Works, Quotations, and Invoices
Use the button group at the top right to switch what the calendar displays:
| Button | Shows |
|---|---|
| Work | Works by scheduled date |
| Quotation | Quotations by quotation date |
| Invoice | Invoices by invoice date |
Only buttons for record types you have read permission on are shown. The calendar loads the first permitted view by default.
Navigating the calendar
- Use the prev / next arrows in the calendar toolbar to move between months
- Click Today to return to the current month
- Use the Month and Year dropdowns above the calendar to jump directly to any month
Calendar views
Toggle between views using the buttons in the top-right corner of the calendar:
| View | Description |
|---|---|
| Month | Grid view showing the full month with status badges on each day |
| List | Chronological list of items for the month (default on mobile) |
Reading the calendar
Each day cell in the month view shows coloured status badges — one per status — with a count of how many records have that status on that date.
Work statuses shown per day
New · Vehicle Assigned · In Progress · Completed · Failed · Cancelled
Quotation statuses shown per day
Draft · Pending · Invoiced · Completed · Cancelled
Invoice statuses shown per day
Draft · Unpaid · Partially Paid · Paid · Voided · Refunded
Status colours reflect your custom status colour settings.
Clicking on the calendar
| What you click | What happens |
|---|---|
| A status badge on a day | Opens the list page filtered by that status and date |
| An empty area of a day cell | Opens the list page filtered to that date (all statuses) |
Summary panel
The panel on the right updates whenever the visible month changes.
Status summary
Shows a count for each status across the current month. Click any row to navigate to the list page filtered by that status and the current date range.
Work summary rows: Total, New, Vehicle Assigned, In Progress, Completed, Failed, Cancelled
Quotation summary rows: Total, Draft, Pending, Invoiced, Completed, Cancelled
Invoice summary rows: Total, Draft, Unpaid, Partially Paid, Paid, Voided, Refunded
Amount summary (Invoice view only)
Appears below the status summary when viewing invoices:
| Row | Description |
|---|---|
| Total Amount | Sum of all invoice amounts in the period |
| Total Received | Sum of payments collected |
| Total Remaining | Outstanding balance (Total Amount minus Total Received) |
Amounts are shown in your primary currency.
Legend
Displays the colour assigned to each status, as configured in your custom status settings.