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Diary navigation
Updated over a month ago

The calendar allows you to view the diary on different days. There are several ways to use it:

Click 'Today' to view the diary events of today's date.

Use the arrows either side of 'Today' to quickly move the diary one day ahead or one day behind.

You can navigate through the calendar by using the arrows along the top, then clicking on the date you wish to view.

Click the date at the top to change the navigation. i.e clicking on the month will change the navigation to monthly, clicking on the year will change the navigation to yearly.


Event types:

Normal - This will allow you to type a description and notes without choosing a property, or template. This means you can use this to remind the engineer of their annual progress meeting, or that they have the afternoon off for example.

Estimate - This is the form you will use when adding an estimate to the diary. It will give you all the relevant spaces to put the details the engineer will need. Once created, you can still make edits by clicking into the event on the diary and using the 'Edit' button presented in the side panel.

Job - This is the form you will use when adding a job to the diary. It will give you all the relevant spaces to put the details the engineer will need. You will need to search for the property in the side panel in order to add a job to it.

Fill in the form with the relevant information. Click 'Save' and the new event will appear in the diary. Click the diary event to open a side panel giving you a summary of all the information regarding the event, you can make edits here using the 'Edit' button.

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