Help guide

How to Use the Schedule Page in Workelect

18 Apr 2026 - 1 min read - Workelect Team

What the Schedule page is for

The Schedule page gives dispatchers and planners a calendar-first view of work. It is designed for creating bookings quickly, changing appointment times, and checking where jobs are happening.

Schedule Calendar View Video

What this video shows

The main calendar view with several bookings visible.

Key tasks on the Schedule page

  • Create jobs directly on the calendar view.
  • Edit booked jobs and keep appointment details accurate.
  • View scheduled jobs on the map for route planning and visibility.
  • Check how work is spread across dates, customers, and users.

Recommended workflow for the Schedule page

  1. Review the calendar first to see what is already booked and where there is room for new work.
  2. Create a job or open an existing booking from the schedule view.
  3. Adjust the booked time, worker allocation, or visit details when plans change.
  4. Use the map view to sense-check travel, area coverage, and job clustering before confirming the day plan.
Schedule Create Job Video

What this video shows

The create job action inside the scheduler.

Schedule Map View Video

What this video shows

The map view showing scheduled jobs by area.

FAQ

No. The normal flow is to create the quote first, convert it into a job from the Quotes and Jobs workflow, and then schedule work against that job from the Schedule page.

Yes. The Schedule page is designed so booked jobs can be opened and edited directly from the calendar workflow.

The map helps you see travel and geographic spread, which makes dispatching and route planning easier than using dates alone.

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