Open Schedule and select month view when you need a broad view of scheduled work.
Overview
Month view gives a high-level calendar view of work across the month. Use it for long-term planning, staffing decisions, seasonal workload, holidays, recurring work, and identifying busy periods before they become dispatch problems.
Month view shows:
- Job visits.
- Request assessments.
- Tasks.
- Events.
- Reminders.
- Anytime visits at the top of a date.
- Scheduled appointments in their time slots.
Navigate month view
Use the date controls to move to previous or future months. Select Today to return to the current month.
Open an item to view details or make updates.
Filter month view
Filter by:
- Type.
- Team.
- Status.
Use filters when the month view is crowded or when you only need to review one team member, work type, or status.
Unscheduled panel
Open the unscheduled panel to review work without a date or time. Drag an appointment onto a date or open details to schedule it.
Map panel
Use the map panel to see where monthly appointments are located. This helps identify geographic clusters and plan future route days.
Drag and drop
Drag work from one day to another when the date changes. Review rescheduling notifications for client-facing visits.
Month agenda
Fieldified also includes a month agenda view. Use it when you prefer a list-style monthly summary instead of a calendar grid.
Create work from month view
Click a date to start creating a new schedule item, or use More Actions to create a job, request, task, or event when your role allows it.