Month View of the Schedule | New Schedule Updated March 10, 2026 20:56

Overview

The month view of the schedule provides a high-level overview of your scheduled work in a monthly calendar format. This schedule view is ideal for long-term planning, identifying busy periods, and ensuring full coverage of scheduled work.

Each day contains color-coded blocks for your visits, tasks, events, and reminders. Anytime visits appear at the top of each day, while scheduled appointments are displayed in their respective time slots. Unscheduled appointments and a supplementary map view can be added to the month view of the schedule. Today's date is highlighted for quick reference.

Try the new schedule

This article covers Jobber's New Schedule functionality. The new schedule is available to try before it officially rolls out.

To enable the new schedule, follow these steps:

1. Select the Schedule tab from the side navigation. 

2. From the schedule, select Explore the New Schedule and toggle on New Schedule.

Navigate the month view of the schedule

To access the month view of the schedule, select Month from the schedule view selector. 

To navigate to different months, use the arrow buttons to navigate to past and future months. To view the current month, select the button for Today. Today's date will be highlighted.

Filter the month view of the schedule

The week view of the schedule can be filtered by:

• Type: This is the type of schedule item, options include visits, requests, tasks, or events.
• Team: These are the team members assigned to the item on the schedule. 
• Status: Filter appointments based on their status. Options include:
  • Overdue: Appointments in the past that have not been marked complete.
  • Completed: Appointments that have been marked complete, whether they are in the past or future.
  • Upcoming: Appointments scheduled for the future that have not been marked complete.
  • Confirmed: Controls whether confirmed visits appear on the calendar. When Confirmed is enabled, both confirmed and unconfirmed appointments are shown. When Confirmed is disabled, only unconfirmed appointments appear.

For the type, team, and status filters, you can select multiple options from the dropdown. Each selection will show a checkmark to indicate it's showing on the schedule.

To clear your selections, click the filter to expand the dropdown menu, then select Clear from the dropdown menu. 

View unscheduled tasks on the month view of the schedule

To view unscheduled tasks from the month view of the schedule, select the icon for Unscheduled appointments. 

This will add a supplementary panel to the schedule that shows unscheduled appointments. The appointments can be drag and dropped on to the calendar to schedule them, or they can be updated by clicking the appointments and then selecting View Details.

To close the unscheduled appointments panel, click the X in the top right corner of the panel. 

Add a map to the month view of the schedule 

To view a map with your monthly appointments, select the icon for Map. 

This will add a supplementary panel to the schedule that shows a map with your monthly appointments represented as numbers that show the number of visits at that property this month. 

To see the dates of the appointments at each location on the map, hover over the number to expand the scheduled visits. If you have calendar colors set up, these appointments on the map will follow your color rules.

Drag and drop on the month view of the schedule

Appointments on the month view of the schedule can be drag and dropped to make quick edits. Appointments can be:

• Dragged between different days to change the day of the appointment
• Dragged from the unscheduled panel to a day on the month view to schedule it for that day
• Dragged from the month view to the unscheduled panel to unschedule the appointment

Create new work from the month view of the schedule

Work (such as jobs, tasks, events, and requests) can be created directly from the schedule so that you don't need to navigate away from the place where you do your scheduling. 

To create a new job, task, request, or event from the schedule:

1. Click on an empty space on the day you want to schedule the appointment, or select the Find a Time button.
2. A menu will pop up and you can select the type of item you want to create. Select New Job to change the type of appointment you're creating. The options from the dropdown are: New job, new request, new task, or new event. By default New Job will already be selected.
3. Start by entering the client name.
4. Select +Add Line Item to add line items to this job.
5. Select +Assign to assign team members to the job, based on the selected team members' availability, open spots will appear on the schedule in white. This accounts for both the length of the appointment and drive time. Learn how drive time is calculated.
6. This appointment will have the date you clicked selected already, however this can be edited if needed. By default, this will be created as an anytime visit, however uncheck the Anytime checkbox to add scheduled start and end time for this appointment.
7. Click Save.