When you have multiple unscheduled jobs in your system, the calendar planner offers a visual, intuitive way to assign them to drivers and set completion times.
This drag-and-drop interface makes scheduling much faster than editing jobs individually.
Why Use Calendar Planner?
Instead of opening each unscheduled job individually, going to edit, and manually adding schedule information, calendar planner lets you see your entire workload at a glance and assign multiple jobs quickly.
Perfect for:
Managing busy schedules with multiple jobs per day
Balancing workloads across different drivers
Getting a visual overview of upcoming work
Quickly reorganising schedules when priorities change
How Calendar Planner Works
Accessing Unscheduled Jobs
When you open the Calendar Planner section, every unscheduled job in your system appears on the right-hand side, ready for assignment.
Flexible Calendar Views
Choose the view that works best for your planning needs:
Day view - Perfect for detailed hour-by-hour scheduling
Week view - Great for balancing weekly workloads
Month view - Ideal for longer-term planning and overview
Scheduling Your Jobs
Simple Drag and Drop
Select an unscheduled job from the right panel
Drag it onto your chosen day in the calendar
Choose which driver(s) to assign the job to
Set the specific time window (e.g., "12:00 until 13:00")
The job is instantly assigned and appears in the driver's schedule
Immediate Assignment
Once you drop a job onto the calendar and set the details, it's immediately assigned to your chosen driver. They'll receive the job on their mobile app with all the scheduling information included.
Benefits of Visual Scheduling
Quick Overview - See at a glance which drivers are busy, which days have capacity, and how your workload is distributed across your team.
Easy Reorganisation - If priorities change or emergencies arise, simply drag jobs to different days or reassign them to other drivers without navigating through multiple screens.
Workload Balancing - Ensure no single driver is overloaded while others have light schedules by visually distributing jobs across your team.
Time Management - Set realistic time windows for each job and avoid double-booking drivers or creating impossible schedules.
Making the Most of Calendar Planner
The calendar planner becomes even more valuable when combined with bulk uploads. You can upload your jobs in batches, then use the visual planner to organise them efficiently across your team and timeline.
Questions About Calendar Planner?
Need help with advanced scheduling features or managing complex job assignments? Our support team can guide you on optimising your workflow.