Available now on installHUB
You can print the Customer job view for a morning meeting, and read it on a phone when you are away from the desk. This guide covers both.
Print the week or month
- Open the scheduler, switch Show by to Customer job, and pick Week or Month.
- Choose Print.
Each view prints on one landscape page. If a day has more visits than fit, the page shows “+N more” for the rest. Choose Compact cards first to fit more on the page.
On a phone
On a phone the calendar has a compact two-row header:
- The top row has the Scheduler title, the view button (which opens the View and filters sheet) and a filter button that shows a dot when a filter is on.
- The second row has the back and forward arrows, the date range and Today.
Tap the view button to open the View and filters sheet. From there you can:
- switch between Day, Week and Month;
- switch cards between Full and Compact;
- filter by Job type and Field operative;
- turn Show contractor visits on or off;
- read the colour Key;
- Print.
Tap Done to close the sheet and return to the board.
