Schedule Board

Purpose

The schedule board (/app/schedule) shows every job booking across the next eight weeks. Use it to see which teams are committed, add new visits, drag entries to different dates or teams, and resolve clashes before crews hit the road.

Timeline grid: Teams run left-to-right, days run top-to-bottom. Each booking is a coloured block labelled with the job title and status badge (Tentative, Confirmed, Completed, Cancelled).
Week view: Scroll vertically to move through the eight-week window.
Month buttons: Jump forward/backward one month at a time. The month label reflects the anchor month currently in view.
Team filter: Choose a single team or view all teams at once. Opening the board from a job (e.g. via “Open schedule”) highlights that job’s entries so you can spot conflicts instantly.
Conflict indicators: Overlapping bookings show a badge (e.g. “2 conflicts”) and stacked entries list the overlapping jobs for quick review. Entries generated from the job’s plan show a subtle Plan badge.

Creating a booking

Click New entry (top-right of the board).
Pick the job and team. The job list supports type-to-search.
Set start and end date/time, choose a status (defaults to Tentative), and add optional location or notes.
Save. The booking appears immediately on the grid and in the job’s schedule card. If it overlaps another entry you’ll get a “conflicts” warning so you can decide whether to adjust.

Tip: You can also open the “Schedule job” dialog by clicking an empty cell for the desired team and day.

Editing or rescheduling

Drag to move: Click and hold a booking to drag it to a new day or team. Release to drop; the board updates immediately and any conflicts trigger a toast.
Resize to extend/shorten: Grab the top or bottom edge to stretch or shrink the span.
Details panel: Click Details on a booking to open the edit dialog. Update team, timing, status, or notes, then save.
Cancel instead of delete: Use Cancel to mark a booking as cancelled while preserving history (greyed-out block). Cancel is also available from the overlapping jobs menu when entries are stacked.

Working with stacked bookings

When multiple jobs overlap, the block shows “+n overlapping jobs.” Click it to open a menu listing each entry with quick links to Details, Cancel, or View job. Resolve clashes before confirming teams.

Best practices

Keep tentative bookings up to date; switch them to Confirmed once the crew is locked in.
Use notes to capture access instructions or remind the team about permit requirements.
Cancel rather than delete so the activity log shows what changed and when.
If you need to focus on one team for the week, filter to that team and use the month buttons to walk through future availability.

Troubleshooting

Booking doesn’t appear: Check the team filter, status, and date range. The board only shows the eight-week window in view.
Team missing from dropdown: Ensure the team exists and isn’t archived. Only active teams appear.
Drag doesn’t move the entry: The board blocks drag while another action is running (e.g. save in progress). Wait for the toast or refresh, then try again.
Entry shows as “Plan”: That booking was generated from the job’s schedule plan. Edit the job or reschedule from the board—the system keeps them in sync.