Navigate the Schedule Calendar

Learn how to switch between day, week, and month views, navigate dates, and read event cards on the schedule calendar.

Written by Liam ChenUpdated 3 days ago12 min readBeginner

What this guide covers

This guide walks you through navigating the JobsiteOn schedule calendar. You will learn how to switch between day, week, and month views, jump to specific dates, understand the color coding system for event types, and read event cards at a glance. By the end, you will be able to move through the calendar confidently and find the information you need without scrolling endlessly.

Before you begin

You need an active JobsiteOn account with access to the Schedule module.
Open your browser and navigate to /schedule from the main sidebar.
Confirm you are in the correct workspace if your organization has multiple workspaces.

Understanding the calendar layout

When you open /schedule, the calendar loads in the default view set by your workspace. The header bar at the top contains the view switcher, date navigation controls, and action buttons. The main area below displays your scheduled events in a time grid or date grid depending on the active view.

The schedule header

The header includes the following controls from left to right:

View switcher -- Buttons to toggle between Day, Week, Month, and Dispatch views.
Date navigation -- Back and forward arrows to move one period at a time, plus a Today button to jump to the current date.
Current date label -- Displays the date or date range you are currently viewing.
New Event button -- The primary action for creating a new scheduled event.
More menu -- Access to Print, Settings, and other schedule-level actions.

Step 1: Switch between calendar views

JobsiteOn offers three main calendar views plus a dispatch view. Each view is designed for a different scheduling context.

Day view

Day view shows a single day broken into time slots from 12:00 AM through 11:45 PM. Each time slot represents a 15-minute increment. Events appear as colored blocks positioned at their start time and stretching to their end time.

Use day view when you need to:

Plan a single day in detail.
Check for scheduling conflicts between team members.
Review the minute-by-minute flow of a busy workday.

Week view

Week view displays seven days side by side. Each day column shows the same time grid as day view, but in a more compact format. All seven day columns stay visible on tablet and desktop widths without horizontal scrolling.

Use week view when you need to:

See the full work week at a glance.
Compare workload distribution across days.
Spot open time slots for new appointments.

Month view

Month view shows an entire calendar month in a traditional grid. Each day cell displays a summary of events scheduled for that date. If a day has more events than the cell can show, a "+N more" indicator appears.

Use month view when you need to:

Review the overall monthly schedule.
Identify busy and quiet periods.
Plan capacity weeks in advance.

How to switch views

Click the Day, Week, or Month button in the view switcher area of the schedule header. The calendar transitions immediately to the selected view while keeping your current date context.

Tip: The Dispatch view is a specialized layout covered in a separate article. It shows a team-centric board rather than a time-centric calendar.

Step 2: Navigate between dates

Using the arrow buttons

Click the left arrow to move backward by one period (one day in day view, one week in week view, one month in month view). Click the right arrow to move forward by one period.

Jumping to today

Click the Today button to immediately return the calendar to the current date. This works in every view and is the fastest way to re-center the calendar after navigating far into the past or future.

Selecting a specific date

In month view, click any date cell to jump directly to that day in day view. This is a quick way to drill into a specific date you identified while scanning the monthly overview.

Tip: If you are in week view and want to see a different week, use the arrow buttons. Each click moves the view by exactly seven days so your start-of-week day stays consistent.

Step 3: Understand the color coding system

Events on the calendar use colors to convey information quickly. JobsiteOn applies color based on two factors: event type and team member assignment.

Event type colors

Each event type has a distinct color so you can identify the nature of the work at a glance:

Site Visit -- A muted blue background indicating an on-site assessment.
Estimate -- A purple tone representing a quote or estimate appointment.
Follow Up -- A teal shade for return visits or follow-up work.
Maintenance -- A green background for recurring maintenance tasks.
Emergency -- A red or orange background to flag urgent dispatches.
Work -- A neutral blue for general work events.
Appointment -- A standard card style for generic scheduled appointments.
General -- A light gray or default color for uncategorized events.

Team member colors

When multiple team members appear on the same calendar view, each member is assigned a consistent color from the team color palette. This helps you distinguish whose events are whose when the calendar is dense.

Color priority

If an event has both a team member color and an event type color, the event type color takes priority on the event card. The team member color may appear as a subtle accent or border indicator depending on the view.

Step 4: Read event cards

Event cards are the visual blocks that represent individual scheduled events on the calendar. Each card shows key information in a compact format.

Information displayed on event cards

Depending on the view and available space, an event card shows:

Title -- The event title or customer name.
Time range -- The start and end time of the event.
Event type badge -- A small label or color indicator for the event type.
Assigned team member -- The name or initials of the assigned person.
Status indicator -- A visual cue showing whether the event is scheduled, in progress, completed, or cancelled.
Location snippet -- A brief address or property reference when available.

Compact vs. expanded cards

In day view, events with longer durations display expanded cards with more detail. Short events (15 to 30 minutes) show a compact version with just the title and time. In week view, all cards are more compact because columns are narrower. In month view, cards are reduced to a single line with the title and time.

Clicking an event card

Click any event card to open the event detail sidebar or popover. This shows the full event information including description, linked contact, property, job reference, and crew assignments. From there you can edit the event or navigate to related records.

Note: Events that span overnight display a continuation block on the following day. The first day shows the event running to midnight, and the next day shows it continuing from midnight to the end time.

Step 5: Use the anytime row

Some events are marked as all-day or untimed. These events appear in the anytime row at the top of the day or week view, above the timed grid. The anytime row ensures these events are visible without occupying a specific time slot.

All-day events are useful for:

Marking company-wide events or holidays.
Tracking deadlines that do not have a specific appointment time.
Noting full-day commitments like training or travel.

Anytime row behavior

The anytime row stays pinned at the top of the calendar when you scroll down through the time grid. This means all-day events are always visible, even when you are looking at afternoon or evening time slots. If multiple all-day events exist on the same day, they stack vertically in the anytime row.

Click any all-day event in the anytime row to open its detail sidebar, just like timed events.

Step 6: Scroll and zoom the time grid

In day and week views, the time grid scrolls vertically. The calendar provides a single, unified scroll surface so you do not encounter double scrollbars. Scroll down to reach later hours in the day.

The calendar fits within the dashboard shell, meaning the main sidebar and header remain fixed while the schedule grid scrolls independently. This keeps navigation controls accessible at all times.

Tip: When you first load the schedule, it scrolls to the start of business hours automatically so you do not have to scroll past empty early-morning slots every time.

The More menu in the schedule header provides additional actions beyond the core calendar navigation.

Print

Select Print to open a print-friendly version of the current calendar view. The print layout includes your company branding at the top and excludes dashboard navigation chrome. Review the print preview and save it as a PDF or send it directly to your printer.

Settings

Select Settings to navigate to /settings/scheduling where you can configure schedule preferences, default view settings, and dispatch options.

Note: The Export option is not currently offered from the More menu. To share schedule data, use Print and save as PDF.

Step 8: Navigate efficiently with keyboard and mouse

These patterns help you move through the calendar faster:

Month to Day drill-down -- Start in month view to find the target date, click the date cell to switch to day view for that date.
Week scan and focus -- Use week view to identify a busy day, then switch to day view for detailed planning on that day.
Today as home base -- If you get lost navigating far into the future or past, click Today to return to the current date instantly.

Browser back and forward

Your browser's back and forward buttons work with calendar navigation. If you accidentally navigate to the wrong date, press the browser back button to return to the previous date view.

Troubleshooting

The calendar looks empty even though I have events

Check the date range you are viewing. If you navigated away from today, click Today to return. Also confirm the team filter is not hiding events -- if a specific team member filter is active, events for other members will not appear.

Columns look too wide on my screen

Weekly and monthly views automatically tighten column spacing on tablet and desktop widths. If columns still seem oversized, try switching to week view where all seven days are guaranteed to fit on screen.

I see a continuation block but no starting event

The starting event may be on the previous day. Navigate back one day to find where the overnight event begins. Continuation blocks appear when an event crosses midnight.

Event cards are overlapping

When multiple events occupy the same time slot, the calendar arranges them side by side within the column. If there are many overlapping events, cards become narrower. Click any card to see its full details in the sidebar.

FAQ

Can I set a default calendar view?

The calendar remembers your last-used view within the current session. Your workspace may also configure a default view in schedule settings.

Does the calendar auto-refresh?

The calendar loads data when you navigate to it or change the date range. For real-time updates from other team members, refresh the page or navigate away and back.

Can I print the calendar?

Yes. Open the More menu in the schedule header and select Print. This generates a print-friendly version of the current view with your company branding, excluding dashboard chrome.

What do the event status colors mean?

Event statuses like scheduled, in progress, and completed each have a visual indicator on the card. Scheduled events show the default event type color. In-progress events may show a pulsing or highlighted state. Completed events appear with a muted or checked style.

How do I see events for just one team member?

Use the team filter in the schedule header to select a specific team member. The calendar then shows only that member's events. See the Filter Schedule by Team Member guide for full details.

The main sidebar is part of the dashboard shell and remains visible. The schedule grid uses the full remaining width. On wider screens, the sidebar takes minimal space and the calendar has plenty of room for all seven day columns.

What is the difference between day view and dispatch view?

Day view shows a time grid for a single day with events positioned by hour. Dispatch view shows a team-centric board with columns for each team member and an unassigned panel. Use day view for time-based planning and dispatch view for team-based assignment.

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