Scheduling calendar
In this article
Learn your way around the Magnetize Scheduling Calendar to schedule (and reschedule) jobs in seconds. Get the visibility of your people and equipment like you've always wanted.
Briana, Product Designer @Magnetize
The scheduling calendar is the powerhouse of Magnetize. Designed to be simple and flexible, it puts the power in your hands.
Drag & Drop job scheduling
Schedule a job
Schedule a job a second by clicking on any date column, selecting the job and "Save." It's literally that simple. Schedule people and equipment, or add a scheduling note if you need.
Reschedule a job
If you need to reschedule a job, no worries - just pick up the job card and move it to a new day. Staff assigned will see the new scheduled date in the mobile app.
Extend a job across multiple days
We get it - sometimes work gets extended. Magnetize makes it easy for you to extend a job by simply clicking and dragging to extend the job card across more calendar days.
Calendar features
To give you the visibility you need, there are several features to help you "drill down" on jobs.
Display by 3 Day / Week / 2 Week / Month
Change the calendar view to reflect the date period by clicking on the options in the top-right corner of the calendar. The Month view gives you high level visibility of how many jobs, staff and equipment are booked for each day.
Filter jobs by status
The colour circles in the top-left of the scheduling calendar represent the different job statuses. Click on them to filter the jobs displayed by that status (e.g. quote required). Click again to remove the filter.
Filter jobs by teams
Use the search box to filter the jobs displayed by teams assigned.
TIP: Add tags to team members' profiles (e.g. Auckland field team) in Magnetize so you can filter scheduling and time log data in a more meaningful way for your business. This would be particulary useful if you have different business units or locations.
Resources
See job calendars
Jump over to the Resources View tab, to get full visibility of your people and equipment. Use the search bar to add people and equipment to the calendar.
Staff leave
When staff need to take some leave, you can book them out in the scheduling calendar by clicking on the "staff leave" option in the scheduling tool. Learn how in this article: Staff leave.
Equipment out
If your equipment is going for a service, warrant of fitness or other non-job related reason, you can book them out in the scheduling calendar by clicking on the equipment out option in the scheduling tool. Learn how in this article: Equipment out.