Calendar

Calendar - Map View

 

The map view shows a list of all of your tasks for the day sorted into Scheduled, Anytime, and Unscheduled tasks. If those tasks are linked to a client and property then they will also appear as a map pin on the map to the right. If you have calendar colors set up for your users, the visits they're assigned to will show their colors.  

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Hovering your cursor over any task on the left-hand side will highlight the address pin associated with it on the map.

Click on the task from the map or the list to get quick access to the client name and work item under Details, to unassign it from Team, or select Edit or View Details at the bottom for more options.

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Sorting visits

You can sort the Anytime tasks by clicking and dragging them from the task list into the order you want them. The route on the map will update based on the order you choose.

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You can optimize routes for visits assigned to your users on this view of the calendar as well. Learn more about Daily Route Optimization.

 

Calendar filters

You can customize what appears on the calendar by using the filter options that appear in the top right corner of the screen. To filter items off of your map, you can click their names from the filter list. That item will appear to be greyed out, and you will not see it on the calendar. 

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To remove all filters, click the button with the image of the red filter to the left of the green filters button. This will clear all your filter selections and show all the calendar items. 

 

Map pin colors

There is a legend in the bottom right corner of the map that will tell you what each of the visit pins are for.

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Assigning visits

Your team's names all appear at the top of the map, you can click on these names to see the items assigned to that user. 

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To assign visits in the Map view, click on the user's name at the top of the map. It will turn red. Then select the visit(s) that you would like to assign to them, either in the map or list. Once you have the tasks selected you can then click 'Save' in the top right corner.

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If a property address is unable to be found on the map, it will show with a red map icon in the task list to notify you to make an edit.

 

Adjust a map pin

If you notice that your visit is not routing or in the correct spot on the map, there may be an issue with finding the correct address in Google Maps. We show this issue with your map icon appearing in red instead of green

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To ensure that the Jobber app is taking you to the correct location you will need to manually set up this map pin for the correct location. To do so, access your Properties page and click onto this property.

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Select More Actions > Adjust Map Location. You will then be provided with steps to update the map pin for your client in order to be able to route for their property.

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