The Calendar gives you a visual overview of scheduled works, invoices, and quotations across your team.
Accessing the Calendar
Click Calendar in the sidebar. You need read permission on at least one of: Works, Invoices, or Quotations to access this view.
What's Shown
The calendar displays items based on their scheduled date:
| Item Type | Date Used |
|---|---|
| Works | Scheduled start date/time |
| Invoices | Invoice date or due date |
| Quotations | Quotation date |
Navigating the Calendar
- Use the Month / Week / Day toggles to change the view
- Click the arrows to move forward or backward in time
- Click Today to return to the current date
Filtering the Calendar
Use the filter options to show only specific types:
- Toggle Works, Invoices, or Quotations on or off
- Filter by technician or vehicle to see a specific person's schedule
Creating from the Calendar
Click any empty time slot on the calendar to quickly create a new work scheduled for that time. You'll be taken to the new work form with the date and time pre-filled.
:::tip
Use the weekly view to spot scheduling gaps or overloaded days and redistribute works accordingly.
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