Schedule Page

The Schedule page allows users to plan, view, and manage scheduled visits such as pool openings, weekly cleans, and other service jobs. Pool Office Manager presents all scheduled work in a visual timeline and map-based format, enabling efficient planning on a daily or weekly basis

Accessing the Schedule Page

1. From the main navigation menu, click the Schedule icon.

2. The system redirects you to the Schedule Page, where all scheduled tasks and visits are displayed.

Schedule Page Overview

The Schedule page consists of:

• 5 Filters at the top

• Action Buttons for navigation and appointment creation

• 4 Tabs for viewing schedules in different formats

This layout allows users to switch between timeline, map, combined, and calendar views.

Schedule Filters

The following filters are available at the top of the Schedule page:

1. Date Picker

• Allows you to select the date for which you want to view the schedule.

2. Today

• Automatically sets the Date Picker to the current date.

3. Job Type

• Filters the schedule to show only specific job types (e.g., pool opening, weekly clean).

4. Workers

• Filters the schedule by selected worker(s).

5. View

• Determines how the schedule is displayed.
  Available options:

  • Hourly

  • Daily

  • Weekly

  • Weekly Overview

Date Navigation Arrows

Next to the Today button are two arrow icons:

• Forward Arrow: Moves the displayed schedule to the next day.

• Back Arrow: Moves the displayed schedule to the previous day.

These arrows allow quick navigation without opening the date picker.

Action Buttons

Old Scheduler

• Redirects the user to the legacy scheduler page.

Create Appointment

• Opens the Create Appointment modal to schedule a new visit.

Schedule Views & Tabs

Below the filters, four tabs allow you to switch between different schedule views.

Schedule View

This view displays a timeline-based schedule organized by worker.

Timeline Layout

• Workers are listed in a column on the left.

• Next to each worker is their scheduled work for the selected period.

• A number next to each worker’s name indicates how many tasks they have scheduled for the day.

View Adjustments

• Hourly View: Displays appointments broken down by hour.

• Daily View: Shows all work scheduled for the entire day.

• Weekly / Weekly Overview: Expands the timeline accordingly.

Worker Sorting

• A Sort Filter allows rearranging the order of workers.

• Clicking it opens a modal where workers can be reordered using drag-and-drop.

Unassigned Queue

Below the timeline is the Unassigned Queue.

• Displays appointments that are not assigned to any worker.

• Includes an Appointment Type Filter to filter unassigned customers by service type.

Company Overview & Statistics

Next to the Unassigned Queue is a Pie Chart that provides a company-wide overview:

• Displays completion status of all appointment types.

• Highlights:

  • Unassigned appointments

  • Pinned appointments

Service Statistics

Below the chart, detailed stats are shown for each service type:

• Service Type

• Completion Percentage

• Completed Tasks (e.g., 1/3, 5/10)

• Average Duration (in minutes)

Worker Performance

A list of workers shows:

• Total tasks assigned

• Tasks completed (e.g., 2/4, 4/7)

• Completion percentage

Map View

The Map view displays the schedule geographically.

Map Features

• Workers appear as map markers with their initials.

• Clicking a marker opens a Customer Detail Card showing:

  • Customer name

  • Address

  • Service type

  • Day, date, and time

Available Actions

• Edit: Modify appointment details.

• Unassign: Remove the worker from the appointment.

Ellipsis Menu

Clicking the three-dot menu next to the customer name provides:

• Send Email

• Send Text

• Appointment Details

Combined View

The Combined view displays both:

• Schedule Timeline

• Map View

This provides a holistic view of worker schedules alongside their geographic locations.

Calendar View

The Calendar view displays appointments in a weekly calendar format.

Calendar Display

• Assigned work is shown in blue.

• Unassigned work is shown in red.

Daily Task List

• Clicking a specific day shows all assigned and unassigned tasks below the calendar.

Filters

• Filter by Service Type

• Filter by Workers

Create Appointment

• A Create Appointment button is available, redirecting to the appointment creation flow.