The month view shows all jobs scheduled for that month, listed by technician and sequence, and the job details.

Accessing Month view

• Click MONTH in the top right of the screen to access the month view.

• Click the technician's name at the left portion of the page to view the jobs.

• The symbol at the top right of the job indicates that it is part of a recurrence pattern. If there is no symbol, it is either a one-off job or a recurrence job that has been rescheduled but the recurrence pattern has not changed.

1. Change Month - Click the forward or back arrows on the top right side of the calendar. The circular arrow-shaped icon is the refresh page option.  
   
   
2. Collapse Technician Names - Click the left-hand arrow above the technician names.
   
   
3. See Job Details - Hover over the job to see more job details:

1. You can view the job, do a quick update or move/reschedule the job from this detailed view.

2. OPEN indicates the status of the job.

3. The colour to the left-hand side of the job is the colour label allocated to the job.
   
   

4. View Unscheduled Jobs - click View Unscheduled to the top right of the screen.

• The unscheduled jobs list is viewable in all calendar views on any given day.
• This will show a list of unscheduled jobs on the left-hand side of the calendar.
• You can search for an unscheduled job by clicking in the search jobs bar.
• You can schedule the job to a day, click, hold and drag the job or click on the job to open and schedule.
• You can change a job from scheduled to unscheduled, click, hold and drag the job from the calendar to unscheduled.
• Click Hide unscheduled jobs to close.
  
  

E. Reschedule Job - You can reschedule a job to a different day in month view, click, hold and drag the job to a different day, if the job is part of a recurrence pattern, and you change to a different day, you will be prompted to check the new recurrence pattern and save.

Filters

The filter allows you to change the way jobs are filtered or displayed on the Month view.

Click Filter at the top-right portion of the month view calendar. You can filter by:

• Tags

• Colours
  
  

• Filter by Status - Click the drop-down box arrow to select the job status, you can filter by:
  
  

  • All jobs

  • Open jobs

  • Complete jobs

  • Job sheet sent

  • Invoice sent
    
    

• Change Job Displayed Options - Click boxes to the left-hand side of each option to deselect, all options are displayed as default.
  
  

  • Job type

  • Suburb

  • Customer

  • Street