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Job Schedule Activity Overview

The Job Schedule Activity screen provides a comprehensive, multi-view overview of all jobs, allowing you to monitor progress, manage schedules, and optimise resources from a single place.location.

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  • Job ActivitiesSchedule – AProvides detaileda high-level timeline view of tasksall brokenjobs, downhelping peryou job,see giving greater visibility into the specificwhen work required.is planned, identify overlaps or gaps, and adjust schedules to keep jobs on track for completion.

  • Employee Schedule – DisplaysShows how work allocationis byallocated employee,across individual employees, allowing you to seeidentify who is busy, who may be overloaded, and who has capacity to assist.

  • Team Schedule – ShowsDisplays how teams are assigned to jobs and tasks, helping withsupporting team-based planning and workload balancing.

  • Employee Tasks – Provides a task-level view for each employee, giving a more detailed breakdown of individual responsibilities

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Job Schedule Activity – Overview Screen

This screen provides a comprehensive overview of all current and future jobs, allowing you to monitor progress, track statuses, and manage workload across teams.

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- Job List Overview

  • Each row represents a job task or activity linked to a job.
  • It includes key details such as:
    • Job Number
    • Quote Number
    • Team assigned
    • Estimated start date
    • Job description
- Status Tracking (Key Feature)

The screen gives a clear snapshot of where each job sits using multiple status columns:

  • Job Status

    • Started (green)
    • Not Started (red)

  • Task Status

    • Indicates whether the specific task has begun

  • T-Status (Traffic Light Indicator)

    • 🟢 Green = On track
    • 🔴 Red = Requires attention / delay
    • Provides a quick visual health check of the job
- Team Allocation
  • The Team Code and Team Name fields show which team is assigned to each job.
  • This helps identify:
    • Who is responsible
    • Workload per team
- Time Visibility
  • The Estimated Start Date shows when jobs are planned to begin.
  • This allows you to:
    • View upcoming work
    • Identify current active jobs
    • Spot overlaps or scheduling conflicts
- Filtering & Search

At the top of the screen, you can filter by:

  • Job Number
  • Quote Number
  • Job Description
  • Date range

This helps you focus on specific jobs, time periods, or teams.

- How It’s Used

This screen is typically used to:

  • Monitor all jobs in one place (current and future)
  • Track progress and status at a glance
  • Identify delays or issues quickly
  • Review team allocations and workload
  • Support planning decisions before using detailed scheduling screens

 

Job Schedule Screen Overview

This screen provides a timeline view of current and future jobs, helping you track when jobs are planned to start and how they are spread over time.

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What the Screen Shows

- Left Panel – Job Details

Each row represents a job, with key information including:

  • Name – Job number and short description
  • Job No – Unique job reference
  • Estimated Start Date – When the job is scheduled to begin
  • Customer Name – Who the job is for
  • Description – Summary of the work
- Right Panel – Timeline (Gantt View)

  • Displays jobs visually across a calendar timeline (by month/quarter)

  • Each job is shown as a blue bar

  • The position of the bar shows:

    • When the job is scheduled
    • How long the job is expected to run

  • The “Project Start” marker highlights the beginning of the selected timeline period

- Key Features

Visual Planning

  • Quickly see current jobs vs upcoming jobs
  • Identify gaps, overlaps, or busy periods

Timeline Scaling

  • The Zoom slider allows you to adjust how much detail is shown (more detail or broader view)

- Job Tracking

  • Easily monitor:
    • Jobs starting soon
    • Jobs scheduled later in the year
    • Workload distribution over time

- Quick Navigation

  • Clicking a job (via the arrow icon) allows you to drill into job details
- How It’s Used

This screen is ideal for:

  • High-level planning
  • Reviewing future workload
  • Checking job timing and sequencing
  • Supporting scheduling decisions before assigning teams/resources

 

Employee Schedule Screen Overview

This screen provides a resource-focused view of all employees and their allocated work, helping you understand who is working on what, when, and how busy each person is.

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What the Screen Shows

- Left Panel – Employees

  • Each row represents an individual employee/resource
  • Displays:
    • Employee name
    • Profile icon
    • Number of scheduled events/tasks

This allows you to quickly see who is active and how much work is assigned.

- Right Panel – Timeline Schedule

  • Jobs are displayed as coloured blocks across a calendar (by day/week)

  • Each block represents a task assigned to that employee

  • The position and length of the block shows:

    • When the work is scheduled
    • How long the task will take

  • Hovering over a block shows job details (e.g. job number, description, dates)

- Key Features

Resource Visibility

  • See exactly where each employee is allocated
  • Understand what jobs each person is working on across the timeline
- Workload Management
  • Identify employees who:
    • Have too many tasks scheduled (overloaded)
    • Have gaps or light workloads (underutilised)

This makes it easy to balance work across the team.

- Support & Reallocation
  • Quickly determine:
    • Who may need assistance
    • Who is available to help on other jobs

This improves team efficiency and reduces delays.

- Visual Indicators
  • Multiple coloured blocks indicate multiple tasks or longer workloads
  • Large clusters of blocks = busy periods
  • Minimal or no blocks = availability
- Zoom Control
  • Adjust the Zoom slider to view:
    • Detailed daily schedules
    • Or a broader weekly overview
- How It’s Used

This screen is ideal for:

  • Daily and weekly planning
  • Monitoring individual workloads
  • Balancing work across staff
  • Ensuring no one is overbooked or underutilised
  • Improving overall resource efficiency

 

Team Schedule Screen Overview

This screen is used to plan and manage team workloads across jobs and dates. It provides a visual schedule that helps you track where each job sits and how teams are allocated over time.

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Key Features

- Team-Based Scheduling

  • Each row represents a team (e.g. Team 1, Team 2, etc.).
  • Jobs are assigned to teams and displayed as coloured bars across the calendar.

- Timeline View

  • The grid is organised by days and weeks, allowing you to see:
    • When jobs are scheduled
    • How long each job will take
    • Any overlaps or gaps in scheduling

- Drag-and-Drop Functionality

  • Jobs can be easily moved between teams or dates by dragging and dropping.
  • This allows you to:
    • Adjust schedules if a job is running behind or ahead
    • Reallocate work between teams to balance capacity
    • Quickly respond to changes in production or priorities

- Visual Job Tracking

  • Each job is shown as a labelled block (e.g. ROOFING – JOB1083).
  • The length of the block represents the duration of the task.
  • Colours help visually distinguish between jobs or job types.
- How It’s Used

This screen is typically used by planners or managers to:

  • Allocate jobs to specific teams
  • Monitor daily and weekly workloads
  • Adjust schedules in real time
  • Keep production aligned with deadlines


Employee Tasks Screen Overview

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