Use the calendar
See your jobs by day, week or month, drag a job to a new day, and plan the day's driving route on the map.
The calendar shows all your booked jobs, events and time off. Use it to plan your day and your week.
Pick a view
- Go to Calendar in the sidebar. On your phone, tap Calendar in the bar at the bottom.
- Choose Agenda, Week or Month. On a phone, tap the view button to switch.
- Agenda shows one day, job by job, with buttons like On my way and Start job.
- Week shows seven days side by side.
- Month shows the whole month. Tap a day to see its jobs.
- Use the arrows to move back or forward. Tap Today to come back to today. Tap the date at the top to jump to any day.
The line under the header shows how many jobs are in view and what they're worth.
Add something
Tap New, then pick New job, New customer, New event or Schedule time off.
New event asks what you're adding. Job opens New job. For a Task, Meeting, Time off or Blocked time, pick the dates and times (or All day) and tap Add to calendar. Owners, admins and managers can add events.
Tap an event that isn't a job to see it. Tap Mark done on a finished task, or Delete to remove an event.
Move a job to another day
- On a computer, open Week or Month.
- Drag the job onto a new day.
- A box asks you to check the move. Tap Reschedule.
The job keeps its time and length. To change the time, open the job and tap Edit.
Show only some jobs
Tap the filter button next to the views. In Filter calendar, pick a Team member, a Job status or a Payment state, then tap Apply.
Plan your route
- Tap Map under Calendar in the sidebar. On your phone, tap More, then Calendar, then Map.
- Pick the day. Your jobs with an address show as stops.
- Open Build a route and choose the stops. Utopia puts them in the order with the shortest drive.
- Tap Start & end to set where your day starts, like home or the shop.
- Tap Open in Google Maps to drive it.
Didn't work?
I can't drag a job
Dragging works with a mouse in Week and Month. Only scheduled, confirmed and unscheduled jobs can be dragged. On a phone, open the job and change the date there.
A job is missing
Check the filter button. If filters are on, tap Clear filters.
A job has no stop on the map
The job needs an address. Open the job and add the service address.