Job Schedule- Calendar and Map View

Calendar and Map Views: Organize your day effortlessly with a clear calendar format for managing appointments and visualizing job locations on a map to plan efficient routes and save time on travel. Experience enhanced productivity and efficient scheduling.

Steps:

Login to your Markate account.

• Click Schedule

• It navigates to the Schedule (Current Month Calendar View). 
• In the Current Month Calendar- Scheduled Workorders, Events and Tasks are populated on the Scheduled Date
• Hover over it to see the details as shown in the image below.

Other views are also available like,

• Team Month: In this, you can view which Work Orders assigned to which employee and on what DATE.
• Team Day: In this, you can view which Work Orders assigned to which employee and on what TIME. 
• Week: It is a Weekly Calendar view similar to the Monthly Calendar view
• Day: It is a Day view where you can see the Work Orders per day at scheduled timings.

• Click Unscheduled to view all Work Orders which aren't scheduled yet. 
• Click Calendar icon inside Unscheduled Panel to schedule the Work Order.

• Click Open Leads to view all Open Leads and Opportunities. 
• By clicking Calendar icon in Open Leads, you can go to the Lead page to add Schedule or Task.

• Click Upcoming to view the next schedules. 
• Clicking on the particular Event shows up the Schedule details on the pop up.

• Click Map for Job Schedule Mapping view
• As shown in below image, Scheduled tab (Tab 1) is selected by default where all scheduled Work Orders are listed for selected date above and numbered according to the timing.
• In the Map, those numbers are connected in Red color to calculate the distance between the Service Locations.
• Select Unscheduled WOs (Tab 2) to view all Work Orders yet to be scheduled. You can view the Locations in the map to calculate the distance according to their numbering. Those numbers are in Black color.
• Select Open Leads (Tab 3) to view all Open Leads and Opportunities.  Here also, you can see their locations numbered in Blue color.

• Schedule i.e. Month Calendar View is selected by default. But this default view can be changed to Map view.
• To change default view, click Settings in the left panel.

• Scroll down to Default View dropdown and select Map.
• Save the changes.
• Click Schedule on top.
• Default view should be the Map view.

Here are some other Schedule settings that you can set,

• Set the time zone for your calendar
• Choose the Calendar default view
• What day of the week your calendar day starts on
• You can also set the time you want your day to start and end
• and, how you would like the information displayed
  
  

Here is a video showing how to set the schedule settings,