Calendar Views Explained
Switch between day and week view to plan your workload, spot conflicts early, and keep technicians productive.
Day view
Perfect for daily operations—see every job, travel window, and status for a single day.
- Hour-by-hour timeline with travel buffers and overlap warnings.
- See customer name, address, job status, and assigned technician at a glance.
- Drag jobs to adjust start times or extend duration with minute-level precision.
- Today button snaps back to the current date after reviewing future work.
- Schedule → Day view. Use the date picker or arrow keys to choose the day.
- Review the morning schedule. Confirm travel times and address any clashes flagged in red.
- Drag jobs to reshape the day—Toolfy updates technician notifications automatically.
- Drop emergency visits into free slots; extend jobs that ran over by pulling the edge.
Week view
Plan ahead, balance the team’s workload, and schedule follow-up visits in one place.
- Seven-day overview to balance workload across the week.
- See multiple technicians side by side (Team/Business plans).
- Identify gaps for new bookings and move jobs between days.
- Duplicate follow-up visits quickly by dragging while holding Shift.
- Schedule → Week view to see Monday–Sunday at a glance.
- Scan for overloaded or empty days—drag jobs between days to balance.
- Use drag-and-copy to place follow-up visits without retyping details.
- Use filters (technician, team, job status) to focus on specific workloads.
Scheduling shortcuts
- Press D for day view, W for week view—no mouse needed.
- Hold Shift while dragging to copy a job to a new slot (handy for follow-up visits).
- Use the search bar to jump straight to a customer or job number from the schedule.
- Toggle travel segments on/off in the top-right menu if you need a cleaner view.