Schedule Views: Map and Calendar

Overview

BlueClerk offers Map and Calendar views to help you visualize your scheduled jobs and service tickets. See where your work is located geographically, or view your schedule by day, week, or month.

Map View

What It Shows

• Color-coded pins for jobs and tickets by status
• Jobs: Blue (In Progress), Green (Completed), Gray (Scheduled), Red (Cancelled), Orange (Rescheduled)
• Service Tickets: Orange pins
• Live tech locations: Blue pins showing where your team is right now
• Click any pin to see job details, customer, address, and scheduled date

Customer Display on Map

When viewing scheduled jobs on the map:

• Homeowner customers: Shows the homeowner's name from their user profile
• Business customers: Shows the business company name
• Builder customers: Shows the builder company name
• If no customer info exists: Falls back to the property's street address

This ensures every job pin on the map has a clear label - no more blank or missing customer names for business jobs.

Using the Map

1. Go to Schedule > Map View in the sidebar
2. See all jobs and tickets plotted on the map
3. Click any pin to view details
4. Filter by status using the controls at the top
5. Zoom and pan to focus on specific areas

Tech Location Tracking

If your team members have location sharing enabled on their mobile devices:

• Blue pins show real-time locations of team members currently working
• Updates automatically as they move
• Click a tech pin to see who it is and when the location was last updated

Calendar View

What It Shows

• Jobs organized by date in a traditional calendar layout
• Color-coded by status - same colors as map view
• Day, week, or month views - choose your preferred layout
• Time slots for jobs with specific scheduled times

Using the Calendar

1. Go to Schedule > Calendar View in the sidebar
2. Choose your view: Day, Week, or Month
3. Navigate dates using the arrows or date picker
4. Click any job to see details or edit
5. Drag jobs to reschedule (in day/week views)

Calendar Features

• Today button - Jump back to the current date instantly
• Print view - Generate a printable schedule for field crews
• Export - Download your schedule as an .ics file for other calendar apps
• Filter by team member - See only jobs assigned to specific people
• Filter by status - Show only scheduled, in-progress, or completed work

Switching Between Views

Use the view toggle buttons at the top of the schedule page to switch between Map and Calendar views instantly. Your filters and selected date range carry over between views.

Tips

• Use map view when planning routes or seeing where work is concentrated geographically
• Use calendar view when planning capacity and seeing how busy specific days are
• Combine filters to focus on specific team members, statuses, or date ranges
• Mobile friendly - Both views work on phones and tablets for field access

Questions

Q: Why don't I see my business customer jobs on the map? A: Check that the business company has a name saved in your customer record. The map displays the business company name for business/builder customers. If the name is blank, only the address will show.

Q: Can I see jobs assigned to subcontractors? A: Yes - if you're logged in as an admin, you'll see all jobs from your company PLUS any jobs where you're assigned as a subcontractor via another company's roster. This ensures you see all work relevant to you.

Q: How often do tech locations update on the map? A: Tech locations update every time the mobile app sends location data - typically every few minutes when the app is active. The map shows the timestamp of the last location update when you click a tech pin.

Q: Can I print my calendar schedule? A: Yes - use the Print button in calendar view to generate a printer-friendly version of your schedule. Great for giving field crews a weekly schedule on paper.