Jobs & Scheduling

Reschedule Jobs on the Technician Timeline

Elijah Johnson · Published 2026-06-24 · Updated 2026-10-11 · 5 min read

Timeline is available in two places: Both use the same timeline component. Timeline layout: - One row per technician (or filtered subset). Time runs left to right across the business day. Job blocks reflect scheduled start and estimated duration. Drag and drop moves jobs to new times or technicians (with confirmation and optional customer notification).

Day and Week modes: day shows full detail; week shows a summary grid. The scheduler version inherits the date and technician filters from the dashboard header when applicable. Click the Timeline tab (or navigate to /scheduler?tab=timeline). Switch to Calendar view (/jobs/calendar), or use the view toggle on the jobs list. Documentation - In-app reference: Timeline docs - Quick start: Scheduler Quick Start Toggle Day vs Week view. Filter by technician and navigate dates with prev/next and date picker. Drag jobs to reschedule or reassign (conflict and travel warnings when configured). Click empty slots to create a new job prefilled with time and technician. View calendar events (non-job blocks) alongside jobs where configured. Reload data and see job counts for the visible range. Open a job’s detail page from a block. Jobs must have scheduled dates and assigned technicians to appear on the timeline. A job stored at 8:00 in one zone can look like 7:00 after you change business timezone.

Overview

Timeline layout:

One row per technician (or filtered subset).
Time runs left to right across the business day.
Job blocks reflect scheduled start and estimated duration.
Drag and drop moves jobs to new times or technicians (with confirmation and optional customer notification).
Day and Week modes: day shows full detail; week shows a summary grid.

Timeline is available in two places:

Location	Path
Scheduler → Timeline tab	`/scheduler?tab=timeline`
Jobs → Calendar	`/jobs/calendar`

Both use the same timeline component. The scheduler version inherits the date and technician filters from the dashboard header when applicable.

How to access

From Scheduler

Open Scheduler (/scheduler).
Click the Timeline tab (or navigate to /scheduler?tab=timeline).

From Jobs

Go to Jobs (/jobs).
Switch to Calendar view (/jobs/calendar), or use the view toggle on the jobs list.

Documentation

In-app reference: Timeline docs
Quick start: Scheduler Quick Start

How do you toggle Day vs Week view?

Toggle Day vs Week view.

Toggle Day vs Week view.
Filter by technician and navigate dates with prev/next and date picker.
Drag jobs to reschedule or reassign (conflict and travel warnings when configured).
Click empty slots to create a new job prefilled with time and technician.
View calendar events (non-job blocks) alongside jobs where configured.
Reload data and see job counts for the visible range.
Open a job’s detail page from a block.

Prerequisites

Jobs must have scheduled dates and assigned technicians to appear on the timeline.
Technicians need Show on Calendar enabled to appear as rows.
Business timezone and default job duration (from business settings) affect block placement.
Optional: Google Maps integration improves travel-time conflict warnings between consecutive jobs.

Step-by-step

Reschedule with drag and drop

Open Timeline (scheduler tab or /jobs/calendar).
Confirm Day mode for precise time edits.
Drag a job block to a new time slot or another technician row.
Review the reschedule modal—adjust time if needed.
Confirm. Optionally send a schedule change notification to the customer when prompted.

Create a job from the timeline

Click an empty area on a technician row at the desired time.
Complete the new job flow; date, time, and technician are prefilled.
After save, the job appears on the timeline.

Review the week at a glance

Switch to Week mode.
Scan the week summary for total jobs per day and technician.
Click a day to drill into day mode for detailed edits.

Example: two technicians and a same-day overlap

Open Scheduler → Timeline (/scheduler?tab=timeline) or Jobs → Calendar (/jobs/calendar). Both are the same timeline. The scheduler copy also follows the date and technician filters already set in the dashboard header.

Each technician with Show on Calendar is a row. Time runs left to right across the business day in the business timezone. A block starts at the scheduled start and lasts the estimated duration, or the business default duration when the job has none. A job with no date or no technician does not appear. Calendar events that are not jobs can sit on the same grid when they are configured.

Day mode is where you edit. Drag a block to a later hour on the same row, or onto the other technician. The reschedule modal is the confirmation. Adjust the time there if the drop was slightly off. When the prompt offers it, send the schedule-change notification. If you skip it, the customer is not told. Clicking empty space on a row starts a new job with that time and technician already filled. Week mode is a summary of counts, not a precise drag surface. Click a day in the week to return to day mode.

Travel warnings between back-to-back jobs need valid addresses and Google Maps. If the address was never geocoded, the warning is skipped. That is not the same as "no drive time." Check the two addresses yourself. Dense days scroll sideways on a small screen. Reload if someone else just scheduled from the board. The block still opens /jobs/:id.

A technician hidden from the calendar disappears as a row even if they are assigned. Turn Show on Calendar back on in their user profile before the morning meeting, or their jobs look unassigned on this screen.

Current limitations

Week mode is a summary view—fine-grained drag-and-drop is in Day mode.
Very dense days may require horizontal scrolling on smaller screens.
Travel conflict checks depend on valid addresses and maps configuration; missing geocoding may skip warnings.

Edge cases when two jobs share an hour

A drop that looks valid can still overlap another block on that row. The modal lets you change the time before you confirm. If you confirm the overlap, both jobs stay. The timeline does not silently push the second job later. Travel warnings are skipped when an address has no geocode. Add the street on the job or the customer, then reload, before you trust a green gap.

Week mode will not do minute-level drags. Switch to Day. Clicking a block opens the job. Clicking empty space creates one. On a crowded row those hit areas are close. Use Day and zoom the day rather than creating a duplicate job from a bad click. Delete or cancel the extra from the job itself.

Business timezone moves the grid. A job stored at 8:00 in one zone can look like 7:00 after you change business timezone. Check settings before you tell a customer the board is wrong.