Using the Schedule Board
See your team's schedule at a glance — job blocks sized by duration, organized by staff member.
The schedule board
See today's schedule across your team on one board. Each team member has their own column, so you can quickly spot who is booked, what each job is, and when the work is scheduled. If you are a Tech, the board shows only your own schedule.
Prerequisites
You need to be logged in to view the schedule board. Owners and Managers see all team member columns plus the Unassigned Jobs queue. Techs see only their own column and do not see the queue.
Board layout
Each team member gets their own column. Job blocks appear inside that person's column, making it easy to scan the day by staff member instead of switching between separate schedules.
Job blocks are sized by duration. A 30-minute job appears as a short block, while a 4-hour job takes up a much taller section. In practice, the taller the block, the longer the job.
The board starts at 7 AM and ends at 6 PM by default. If any job starts earlier or finishes later, the board automatically expands to include that time so the full schedule stays visible.
Jobs without a scheduled time appear in a separate Anytime row at the top of each column. That keeps unslotted work visible without placing it on the timed grid.
Reading a job block
Each job block shows the job title, client name, scheduled time, and a status badge. If the job has an open issue flag, the block also shows an Issue badge so it stands out immediately.
Click any job block to open a quick-view modal with more detail. The modal shows the job title, client, time, duration, and status, and includes links to edit the schedule or open the full job details page.
The unassigned jobs queue
To the right of the main board, the Unassigned Jobs panel lists jobs that do not have a team member assigned yet. The queue shows up to 150 future jobs, and each card includes the job title, client name, time, and date.
Use the Hide Unassigned or Show Unassigned button to collapse or expand the panel. This helps when you want more room to focus on the main board.
The Unassigned Jobs queue is visible to Owners and Managers only.
Navigating the board
Open the Schedule Board
Find the schedule board from the main navigation.
Use date controls to navigate to the day you want
Use Prev and Next to move backward or forward one day at a time. If you are not viewing today, a Today button appears so you can jump back quickly.
Scan team member columns
Each column represents one team member. Look down each column to see who is working on what and when.
Click a job block to view its details
Click any job block to open a quick-view modal with the job title, client, time, duration, and status. From the modal, you can edit the job or open its full detail page.
Next, learn how to move jobs between team members with drag and drop scheduling.