Use the scheduler
Last updated: July 28, 2026
The Scheduler helps you manage and assign jobs (orders) to your team using a calendar-based view. The scheduler now also offers a compact calendar view for a more condensed overview.
View the scheduler
Click Scheduler in the sidebar.
Navigate the calendar using the Today button or arrow buttons to view different dates. Full-day events are displayed at the top of the calendar and no longer expand the calendar's time window.
View your assignees listed on the left side of the calendar. Note that internal Installer.com and Proptly users are not displayed in the scheduler.
Customer booking time preferences are now visible directly on the scheduler calendar in a standardized and clear format. Available time slots are highlighted in green, while unavailable slots are shown in red, helping you quickly identify preferred time slots.
Map Day View
The scheduler now offers a Map Day View, providing a geographical overview of all scheduled orders for a specific day. This view is ideal for optimizing routes and visualizing job distribution.
To access the Map Day View:
In the scheduler, click the Map button located next to the calendar view options (Day, Week, Month).
The map will display pins for all orders scheduled for the selected day.
Clicking on a pin reveals order details such as customer, address, and assigned team members.
You can also drag and drop unscheduled orders from the 'To schedule' list directly onto the map to assign them to a location and time slot.
Prepare orders
Orders that need to be assigned appear in the To schedule section.
The To schedule section lists orders awaiting assignment.
In the To schedule section, customer booking time preferences, as well as the postcode and city, are displayed on the compact booking cards in a standardized and clear format, allowing you to consider these when assigning orders.
The text "Click to see distances - drag to schedule" indicates how to assign orders from this list.
Additionally, hovering over a booking or an unscheduled order will now display the distances to other relevant items, providing a clearer overview for scheduling.
To get orders into this section, you must first create them. For details, see Create an order.
Create, edit, and reschedule bookings
The scheduler offers enhanced options for managing bookings. You can now access the scheduler directly from the booking creation step page. When you create a new booking, edit an existing one, or reschedule a booking directly on the scheduler, a Schedule event dialog appears. Within this dialog, you can now update the performing organization and assign multiple team members to an order.
- Open the Schedule event dialog:
To create a new booking, click on an empty time slot on the scheduler.
To edit an existing booking, click on the booking event on the scheduler.
To reschedule a booking, drag and drop the booking event to a new time slot or click on it to open the dialog and adjust the time.
In the Schedule event dialog, locate the Performing Organization and Assignees fields.
Select the desired performing organization and one or more assignees from the dropdown lists.
Save your changes.
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