Calendar: month view, list view and the day menu

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Calendar: month view, list view and the day menu

Use the Calendar's Month and List views, tap a day to book work, and block time off.

The Calendar shows every visit: job days, appointments, estimate visits and time off.

Where to find it

Hub left menu, group Schedule & Field, then Calendar.

Month and List

At the top are two tabs: Month and List. VisionScaper remembers the one you used last on that device.

  • Month is a grid, Monday to Sunday. Each day shows up to three small chips for its visits, then “+N more”. A day with hours booked shows the total, and a day that fills your working hours is marked full.
  • List shows the next four weeks, with a + Visit button, ← Earlier, Today and Later →. Each row has a directions link and a call button when the customer has an address or phone.

Steps: book something on a day

  1. Open Calendar in Month view.
  2. Tap a day. A day menu opens. It says how many visits are booked and about how many of your working hours are free.
  3. Pick an action:
    – New job day (crew on site, full or part day)
    – Schedule a signed job (only shows when you have signed jobs waiting)
    – New appointment (consultation or meeting)
    – Site visit
    – Maintenance visit
    – Follow-up visit
    – Door-to-door session, or Open the door-to-door map
    – Block time off (vacation, holiday, rain day)
  4. Fill in the visit window and save.

Tap a chip instead of the day to open that visit.

Tips

  • Keyboard: arrow keys move between days; Enter opens the day menu.
  • Booking a visit puts it on the customer’s VisionScaper calendar and plans their reminders automatically.
  • Set your working hours in Settings → Crew & hours. The default shown in the code is 7 AM to 5 PM.
  • Signed jobs that still need a date are counted above the grid.

If something goes wrong

  • No signed jobs offered. The menu item appears only when a signed job has no visit yet.
  • A past day. The menu warns you the day has passed. You can still log something that happened.

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