Switching between views
Go to Work orders. Below the status tabs you'll find the view switcher:
Your filters carry across when you switch, so if you've narrowed to one location or one team, that stays applied. List remains the default view.
The scheduled date also appears wherever else you already work with work orders: as a sortable, filterable column on the List, in the CSV and Excel export, on the work order details page, in the work order PDF and emails, and on the public API.
The view switcher sits under the status tabs. Scheduled this week always counts the current Monday–Sunday week, whatever period filter you have set.
Use this view | When you want to know |
List (default) | Everything at once, sorted and filtered your way |
Board | Where each job has got to |
Calendar | What day/week/month work is happening |
Scheduler | Who is doing what, and who has capacity |
Board view — track progress by status
Board view lays your work orders out in columns by status: pending, waiting on parts, in shop, completed, and any custom statuses your team has set up. It's the quickest way to see where everything stands.
Each column header shows a status color and a count. Cards move left to right as work progresses.
What you can do here
Drag a card to another column to change its status. No need to open the work order.
Read the card at a glance. Each one shows the work order number, the line items, the vehicle, who it's assigned to, the due date, and a red Overdue chip if the date has passed.
Narrow the time window with the date filter — this week or the next two weeks — so the board reflects current work rather than everything ever raised.
Change the density to fit more cards on screen. Compact strips the cards back to the essentials.
Work orders awaiting approval show an Awaiting approval chip and the approver's name. Depending on your settings, these can't be dragged to a new status until they're approved.
Calendar view — plan work by day
Calendar view puts work orders on a month, week or day grid, based on the day you plan to do the work.
This is the key idea: a due date and a scheduled date are two different things. A truck might be due for service by the end of the month, but you'll actually bring it in on Tuesday when a bay is free. The calendar is where you decide that, and it never changes the due date behind your back.
Week display. Cards sit on the day the work is planned for; the status dot and the chips tell you the state at a glance.
What you can do here
Drag a card to a different day to reschedule it. The due date stays as it was.
Click an empty day to create a work order already dated for that day.
Click any card to open the schedule details — status, due date, line items — and change the scheduled day or the assignee without leaving the calendar.
Switch between month, week and day. Month gives you the shape of the period; week and day give you the detail.
Filter by team, vehicle, assignee, vendor or status to see one slice of the schedule at a time.
In month display each day cell has a fixed height. If a day holds more work than fits, the remainder collapses into a N more link — click it to open that day in Day view.
Scheduler view — assign work to people
Scheduler view turns the calendar on its side. Each row is a person or a supplier, the days run across the top, and every card sits in the row of whoever is doing the work.
It answers the capacity question: who is fully booked, and who has room.
Grouped by assignee. Mechanics, third parties and vendors each get their own lane. Drag a card from one row to another to hand the job over.
What you can do here
Drag a card between rows to reassign the work. Useful when someone calls in sick and their day needs redistributing.
Group the rows by technician, vendor, third party or vehicle, depending on how your shop is organized.
Schedule and assign in one move by dragging straight from the backlog onto a person's row on a given day.
Third parties
Sometimes a job goes to someone who isn't a saved vendor — a mobile mechanic, a one-off specialist. Add them as a third party with just a name and an email address. They appear as a schedulable row without the full vendor setup.
An admin controls which technicians, vendors, third parties and teams appear as rows, so the scheduler only shows people who actually take work.
The backlog panel
The backlog is a side panel available in both Calendar and Scheduler. It holds every work order that still needs a day, split across four tabs so you can work through it:
Toggle the backlog on from the toolbar. Drag a card out of the panel and onto a day to schedule it.
Drag a card onto a day to schedule it. In Scheduler, drop it on a person's row to schedule and assign at the same time.
Search the backlog when you're looking for a specific vehicle or job.
Collapse the panel when you want the full width of the calendar back.
The panel shows a count, so you can see the pile shrink as you plan the week.
Approvals on the Board
If a status is set to require approval, work orders sitting in it can't have their status changed until someone signs off. The column header carries an asterisk, and the card shows the approver's name with an Awaiting approval chip.
Try to drag an approval-blocked card and it returns to its column, with a message explaining why.
Two rules apply, and neither can be overridden by dragging:
A work order waiting on approval can't change status.
A work order that's already approved can't be sent back for approval.
Neither rule stops you rescheduling or reassigning. You can still move an approval-blocked work order to a different day or a different person — only its status is frozen.