If you need to book things onto your fieldworkers schedule that are not jobs, you can use "Events"

Example events

  • Doctors appointment 
  • Days off / Holiday
  • Collect a parts and meetings
  • Come into the office 

How to create an event

From the scheduler, find the Fieldworker you want to create an event for on the timeline and then click the time which you'd like this event booked in for. Then click "New event" in the pop up.

You can then Give your event a name, description and choose an event category. The time of the event will already be automatically populated. You can also make your event repeat using the recurrence function if you need this weekly / monthly / yearly or any other frequency.

Once you have clicked "Save" you will see it as a brick on the scheduler. The event will be displayed in the colour that was set up for that particular event in Settings -> Event Categories.

Your Fieldworkers will also be able to see this event in his schedule on the fieldworker mobile app.

Useful resources 

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