Calendar

Calendar Overview

Types of calendar items

On the calendar, different type of tasks will show up in different colours:

Visits show up in green. These are visits associated with jobs for clients. They can be assigned to users and marked complete.

Basic Tasks show up in blue. Basic tasks can be assigned to users and marked completed. They are not used for invoicing, so are great for in-house tasks. 

Events show up in yellow. Events are seen by everyone on the team. They can be used for company wide reminders.

Reminders show up in red. These are used for invoice reminders or reminders to follow up on a quote.

Requests show up in indigo. These are Work Requests that have an on-site assessment scheduled. They can be assigned, so requests work well when you need to schedule someone to go out to a property to make a quote.

 

 

 Actions on calendars

Click Actions in the top right of any calendar view to make a new Job, Request, or Basic Task. To create a new Calendar Event you will need to be on either the month or week view of the calendar.

To create multiple visits for multiple clients at once select New Visits

To move all visits from one day to another select Move Visits

 

Filters

Filter the tasks that show on the calendar using the filters button in the top right. Check items to have them show, uncheck items to hide them.

You can also add Calendar Colors to differentiate items on your calendar. 

Editing tasks

To edit a task on the calendar, click on it. Click Edit to make changes.

Click View Details to see more information about it.

If the task is linked to a client you will see the client name and the task info (job number, request date) under Details - these are hyperlinks that when clicked will take to to those specific pages in your account.

 

Calendar Views
To give you flexibility in how you view your work, there are 5 different calendar types in Jobber.

Was this article helpful?

Send Feedback

Jobber on your Phone

The Jobber Glossary

Confused by language we use in Jobber? Definitions right this way.

Get Reading!
Jobber on your Phone

Sign up for a Webinar

Tutorials for both those new to Jobber and long-time power users.

Sign Me Up!
Jobber on your Phone

Instructional Videos

We walk you through our biggest features and point out the essentials.

Let’s Watch!

Jobber Academy gathers expert advice, entrepreneur success stories, best practices, and tools for people looking to run smarter, more efficient service businesses.