Table of Contents
Overview
Your schedule on Jobber.com is the central hub where you manage and organize jobs, visits, tasks, and appointments for your team. It provides different views and tools to help businesses efficiently assign work, track progress, and optimize their workflow.
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:
Select the Schedule tab from the side navigation.
From the schedule, select Explore the New Schedule and toggle on New Schedule.
There are multiple schedule views on Jobber.com, including:
As well as supplemental panels that can be added to the schedule, including:
- A map view
- Unscheduled appointments
These schedule views display your:
- Visits: Visits are each time that you go out to a client's property to do work. Visits appear on the schedule in green when there are no calendar colors assigned. Completed visits are shown with a check mark and appear greyed out on the schedule so you can focus on the upcoming visits.
- Tasks: Tasks are things you wouldn't typically bill for. This might include errands or reminders for you and your team. Completed tasks are shown with a check mark and appear greyed out on the schedule. Tasks appear on the schedule in blue when there are no calendar colors assigned.
- Events: Events are automatically assigned to your whole team. They are a good fit for team meetings. Events appear on the schedule in yellow when there are no calendar colors assigned. Once the event is completed or when the date/time has passed, events on the schedule are shown with a check mark and appear greyed out.
- Requests: On the schedule, assessments are time blocks scheduled as part of a request. This is typically when you visit a client’s property to evaluate it and prepare a quote. Once completed, assessments are shown with a check mark and appear greyed out on the schedule. If no calendar color is assigned, requests appear in bronze.
Use the schedule view options to switch between different views as needed, each one offers a unique way to visualize your schedule and coordinate with your team.
How to navigate schedule views in Jobber
From the top of the schedule, there are several icons for setting up your calendar and navigating between different dates:
1. Month and year: This controls the time range shown on the schedule. To navigate to a different date, click the month and year to open a date picker, then select the date you'd like to view.
- From the month view, selecting a date controls the month displayed.
- From the week view, picking a date sets the week shown.
- From the day view, jump to a specific day instantly.
2. Back button: Click the back button to navigate to the previous period. If you're viewing the day view this will bring you to the previous day. If you're using the week view this will be the previous week. If you're viewing the month view, it'll be the previous month.
3. Forward button: Click the forward button to navigate to the next period. If you're viewing the day view this will bring you to the next day. If you're using the week view this will be the next week. If you're viewing the month view, it'll be the next month.
4. Today button: Click the today button to bring the schedule back to the current day, week, or month.
5. Find a Time: Select the Find a Time button to quickly create a new calendar item (including a new job, request, task, or event). Select the Show availability toggle to show open times on your calendar where an appointment can be booked. Learn more about the Find a Time button.
6. Schedule views: Select the schedule view. The schedule view options are month, week, day.
7. Unscheduled visits: Select this icon to open a drawer to display your unscheduled visits. Unscheduled visits refer to job visits that have been created but have not yet been assigned a specific date or time.
8. Map: Select this icon to open a drawer with a supplemental map to display your appointments for the day, week, or month (depending on your selected schedule view). Hover over each of the appointments in schedule to highlight them on the map.
The map pins correspond to the assigned calendar color for each team member.
When the unscheduled visits is open, the map also includes unscheduled visits so if you find yourself in the area, you may want to consider scheduling the visit. Hover over each of the appointments in the unscheduled drawer to highlight them on the map.
To expand the width of the map, click the arrow icon in the top right corner of the supplementary map panel.
9. More: View additional actions you can take on the schedule including:
- Move visits: Move visits from one day to another.
- Toggle day view orientation: Change the orientation of the day view. This schedule view can be viewed either horizontally, or vertically.
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Toggle weekend visibility: Change a setting to remove Saturday and Sunday from the schedule view.
Note: Weekends can only be hidden on the month and week schedule views. - Schedule Settings: View your schedule settings, including calendar sync, availability, day sheets, and calendar colors.
10. Team filter: Select team members from the dropdown to show their schedule. Multiple team members can be selected from the dropdown. Select Clear to remove all selections, or click a selected team member to deselect them.
11. Calendar item type filter: Select the types of items to display on the calendar. The options include visits, events, tasks, and requests. Multiple items can be selected from the dropdown. Select Clear to remove your selections, or click an item to deselect it.
12. Time zone notice: This is a reminder about the time zone being displayed on the schedule. Your account's timezone is set in your company settings. This banner will only appear when you're in a different time zone than your Jobber account.
Below the schedule navigation options is the calendar view of your schedule.
Your company’s business hours (as configured in your Company Settings) are visually distinguished:
- Times within business hours appear with a white background.
- Times outside business hours are muted, making them easy to identify at a glance.
- The schedule automatically adjusts its view to fit your business hours, meaning your business hours settings also determine how zoomed in or our your schedule appears.
Appointments will show avatars for the assigned team members so you can quickly tell who is assigned to an appointment. If a team member doesn't have a profile picture set up, their avatar will be their initials based on how their name is entered in your manage team settings.
To add or update a team member’s avatar:
- Click the Gear Icon, then Manage Team.
- Select the team member’s name.
- Click Upload Image to add their photo.
Team members' appointments will match the calendar color designated for them in your schedule settings.
Actions on the schedule
The More button on each schedule view is where you will find additional scheduling settings and tools, including:
- Reschedule & reassign
- Create new visits
- Toggle day view orientation
- Toggle weekend visibility
- Schedule settings
Reschedule & reassign
You can reschedule or reassign multiple appointments at once from the More button on the schedule. This makes it easy to adjust your team’s day or move visits to a new date without opening each appointment individually and be used when your schedule changes. While the Reschedule and Reassign popover is open, you can continue navigating the schedule as usual including, using filters, switching views, or opening the unscheduled and map sidebars as usual.
To bulk reschedule and/or reassign appointments:
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Click the More button on the Schedule and select Reschedule & reassign.
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Select the appointments you want to update. Click on an appointment to select it, or click and drag to select multiple at once. You can make your selections from either the schedule or the map.
Note: The number of selected appointments will show on the Reschedule and reassign appointments pop-up. - Select Reschedule to to select the date that the selected appointments will be moved to. If you aren't sure yet when these should be rescheduled to, these visits can be rescheduled as "unscheduled" so that a date can be selected later.
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Select Reassign to to select the team member(s) who will be assigned to these visits.
- Review your selections. You’ll see your chosen dates and assignees appear as chips in the popover, along with the number of appointments selected.
- Click Confirm to apply your changes. A success message will appear once your appointments have been updated. If something goes wrong, an error message will appear with a Try again option. This keeps your selections so you can quickly re-apply them.
Create new visits
The Create New Visits tool makes it quick and easy to schedule new visits for recurring jobs. This workflow is commonly known as Jobber’s snow removal workflow, however, this workflow can be useful for any industry that delivers services as needed as part of a contract (such as irrigation startups or seasonal maintenance), or on-demand recurring work.
Using this workflow, you can generate new visits in bulk based on tags, job details, or client criteria. By creating many visits at once and attaching them to the right recurring jobs, you can keep your team organized, stay ahead of weather-driven demand, and maintain clear records for billing and reporting.
Learn more about the New Visits Tool
Toggle day view orientation
This schedule view has both a vertical and horizontal layout that you can select depending on your preferences.
To switch between the vertical and horizontal day view:
- Start from the schedule (if you're not already there, click Schedule from the side navigation).
- Click More, then select Toggle day view orientation. This will bring you to your Schedule Settings.
- Select either the vertical view or horizontal view for the day view.
Toggle weekend visibility
Weekends (Saturdays and Sundays) can be hidden from the month and week views of the schedule. If you don't work weekends, this is a useful option so you can prioritize the days your work on your schedule.
To add or remove weekends from your schedule:
- Start from the schedule (if you're not already there, click Schedule from the side navigation).
- Click More, then select Toggle weekend visibility. This will bring you to your Schedule Settings.
- Select either the vertical view or horizontal view for the day view.
Select Hide weekends to remove Saturday and Sunday from the schedule view. This will expand the weekdays so you have more room on each weekday.
Select Show weekends to add Saturday and Sunday back to your schedule view. This will narrow the weekdays to fit in the weekend days.
Schedule settings
The Schedule Settings is a quick way to navigate to your settings while working on this schedule, without having to click through the gear icon and settings menu.
The schedule settings page, includes settings for:
Note: Your availability is shown in your schedule settings as a reference for your business hours and working hours. However, these settings are managed elsewhere in Jobber. You business hours can be managed from your company settings and the working hours are set up for each individual team mate in your manage team settings.
Schedule quickly with "Find a Time"
The "Find a Time" button and "show availability" toggle speed up new bookings by highlighting open availability on your schedule. By default, the "show availability" toggle will be enabled when you open the "Find a Time" pop-up on the day and week views of the schedule.
"Find a Time" is available on the month, week, and day views of the schedule.
Find a time availability
"Find a Time" is available on the Grow and Plus plans. View our current pricing plans.
To check what plan you're on, select the Gear Icon, then choose Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
When booking a new job, request, task, or event from the calendar, select either an empty time in the schedule or select the Find a Time button.
From the Find a Time pop-up:
- Optional: 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.
- Start by entering the client name.
- Optional: Enter a job title and instructions.
- Select +Add Line Item to add line items to this job.
- 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.
- Once a slot in the schedule has been selected, adjust the start date and time, if needed.
- Click Save.
A time slot is considered available if:
- It falls within a team member’s working hours.
- It is not occupied by other appointments (visits, tasks, or requests).
- It meets or exceeds the duration of the appointment being scheduled.
As you add details to the appointment, availability updates dynamically. For example, adding a client allows the system to calculate drive times between appointments, removing any slots that can’t accommodate travel.
The highlighted gaps represent combined availability across all team members. To find overlapping availability for specific team members, use the +Assign dropdown and select the team members.
How drive time is calculated
Drive time estimates are based on realistic, turn-by-turn routes and historical traffic conditions between the appointment location and the location each team member must travel to or from. However, real-world traffic variations mean these estimates may not always be 100% accurate.
In the week view, the corner of each available time gap displays the range of total drive times for all available team members.
Once you select a time slot, drive time details become more specific:
- The +Assign dropdown shows each team member’s individual drive time for that slot.
- After assigning a team member, their drive time will be broken down into:
- Time from their previous appointment to the new one.
- Time from the new appointment to their next one.
To make scheduling easier, the calendar highlights suggested time slots and assignees with the shortest drive times in green.
Additionally, the system will warn you if a selected time is:
- Unavailable: the team member has a conflicting appointment.
- Unfeasible: they won’t have enough time to travel from their last appointment.
Note
The schedule only calculates drive time between a team member’s previous and next appointments. Drive time to or from a team member’s home or business HQ is not included for first or last appointments of the day.
Set team member availability
Team member availability on the schedule is based on each employee's assignments on the schedule, drive time, as well as their working hours. Working hours are managed in each team member's user profile in Manage Team.
Edit appointments from the schedule
To edit an appointment from the schedule, click it to open a pop-up with an overview of the appointment. From the pop-up, select Edit to make changes to this appointment. To view the appointment in more detail, select View details.
From the appointment pop-up, the visit or task can be completed by checking the Completed box. Team members can also be added or removed from this appointment directly from this pop-up for easy access.
Personalize your schedule
You can adjust how your schedule looks so it’s easier for you to work with. These settings are specific to your account so changing them won’t affect how your teammates view the schedule.
To navigate to your schedule settings, follow these steps:
Click Schedule from the side navigation.
From any view of the schedule, select More then Schedule Settings.
Note: The schedule settings are available to all users. Another way to navigate to the Schedule Settings is through the Gear Icon and Settings menu, however this navigation path is only available to admin users.
Appointment layout
Use Appointment layout to choose how appointments appear in the Week view. Select between:
- Nested: Arranges overlapping appointments within each time block to improve readability when your days are busy.
- Stacked: Places appointments in a single column, making gaps in your day easier to spot.
Note: Appointment layout is only available on the week view of the schedule.
Completed appointment styling
Use Completed appointment styling to control how completed appointments display on your schedule. Select between:
Grayed out: Reduces visual noise and helps overdue items stand out.
Strikethrough: Keeps your original color coding while still showing completion.
Day view orientation
Select how time is laid out on the day view of the schedule. Options include:
- Vertical: The vertical view is great if you have a lot of anytime appointments since anytime appointments are displayed at the top of your calendar.
- Horizontal: The horizontal view lays out your day like a timeline, with anytime visits nested in a column.
Show weekends
To view Saturday and Sunday on your calendar, enable the Show weekends toggle.
When this is enabled, Saturday and Sunday appear on your schedule. When this toggle is disabled, Saturday and Sunday are removed from your schedule and the weekdays are expanded.
Optimize your route from the schedule
Route optimization helps you plan your team’s day more efficiently by arranging anytime visits in the best possible order. Instead of manually deciding which appointment should come first, Jobber’s schedule can automatically reorder visits to reduce backtracking and make better use of travel time.
Click the link below to learn more.