Schedule and Scheduler

The Schedule tab puts everything with a date on one calendar: Google Calendar events plus tasks, jobs, and work-order visits from JobNimbus. On a phone, it takes the place of the dashboard's rep calendars and the calendar views on Jobs, Tasks, and Work Orders. More → Scheduler is the phone version of the dashboard's Scheduler.

Choose the view and the datesCopy Anchor Link

• Pick Agenda, Day, or Week at the top. Agenda is the default.
• Tap the arrows to move back or forward, tap the dates in the middle to jump to a day, or tap Today.
• Agenda shows two weeks at a time. Scroll to the end and tap Show 2 more weeks.
• Day and Week show a time grid with an All day row on top. In Week, tap a day's name to open that day. When a day has many all-day items, tap +3 more (or Show less).

Pull down to reload. Your view, people, and layers are remembered on this phone.

Choose whose schedule you seeCopy Anchor Link

Tap People to pick teammates. Search with Search people, or use Select all and Clear. Role / group narrows the list to people with a role or in a group. Tap Done.

With nobody picked, you see your own schedule. Picked people show as chips under the toolbar, with Me for you. Tap a person's chip to hide them.

A person whose Google Calendar isn't connected shows "Google Calendar not connected — jobs, tasks and work orders only". To connect yours, sign in to the dashboard with Google. See Connect Google Calendar.

Choose what showsCopy Anchor Link

Tap Layers to open Show on schedule:

• Turn each layer on or off: Google Calendar (each person's events), Tasks (tasks with a date, by owner), Work orders (work-order visits, by sales rep, owner, or crew field), and Jobs (jobs with a start date, by sales rep or owner).
• Tasks, jobs and work orders for: Selected people or Everyone. Google events always follow the people you picked.
• Colour by: Type (one colour per layer), Person, or CRM (the same colours as the dashboard calendars).

Tap Done.

Open or move an itemCopy Anchor Link

Tap an item to open it: the task, job, or work order, or the event's details for a Google event.

Long-press an item, or tap its ⋯ in the agenda, for more actions:

• Open task, Open job, Open work order, or Event details.
• Reschedule… (Edit time… for a Google event): set All day, the dates, or Starts and Ends, then tap Save. A task, job, or work-order change is saved to JobNimbus, and a work-order visit moves that work block. A visit with set hours over several days shows on each day at those hours, and rescheduling any of its days changes the whole visit. An event change is saved to Google Calendar.
• Directions to the item's address.
• Open in Google Calendar.

All-day Google events can't be moved from the app. Change them in Google Calendar.

Add an eventCopy Anchor Link

1. On Schedule, tap +.
2. Pick the Calendar it goes on: yours or a teammate's.
3. Enter a Title.
4. Under When, set Starts and Ends.
5. Optionally pick a Related job (this fills in the Location and links the event to the job), and add a Description.
6. Tap Add to calendar.

The event is saved to that person's Google Calendar. Events from the app have a start and end time; make all-day events in Google Calendar. If you see No Google calendars connected, sign in to the dashboard with Google first.

Read an eventCopy Anchor Link

An event's screen shows the date and time, Edit time (for timed events), Open in Google Calendar, the location with Directions, and a Join button for a video call. Customer links to the job when the description has a job number, with Call and Text for phone numbers in it. Reps, Attendees (with their replies), and Notes follow.

Request and book appointmentsCopy Anchor Link

Go to More → Scheduler. It works like the dashboard's Scheduler: a request creates a job in the scheduling queue, and booking it puts the appointment on a rep's Google Calendar.

Request an appointment:

1. Under Job scheduler, tap Repair, Virtual Roof Replacement Quote, or In Person Roof Replacement Quote.
2. Under Requester, pick the Requester role, then an Existing contact or a New contact (First name, Last name, Phone, and Email).
3. If it applies, tick This is for an HOA / Community or turn on On behalf of another person and add that contact.
4. Fill in the Address, the job type (Residential or Commercial), and the Lead source.
5. Enter the Preferred appointment date / time and any Notes.
6. Tap Request appointment.

The job is saved to JobNimbus in the scheduling queue. If the contact already exists, the app switches to Existing contact so you can pick them instead.

Book an appointment from the queue:

1. On Scheduler, tap Scheduling queue.
2. On the Requested tab, find the job (search with Search appointments…) and tap Schedule.
3. Pick the Date, Start time, and Duration.
4. Under Select rep, pick a rep. Each one shows Available, Conflict with the number of overlapping events, or Google not connected for that time.
5. Check the Event title and Event description.
6. Tap Schedule & create event.

The event goes on the rep's Google Calendar. The job moves to Appointment Scheduled and its Roof Inspection Scheduled Date is set, both saved to JobNimbus. Booked jobs move to the Scheduled tab.

Work orders. Under Work order scheduler, tap a work-order type to create a work order of that type on a related job.