Calendar

The calendar shows scheduled visits and absences for each technician. It gives dispatchers a view of who is available, who has a visit planned, and when recurring service visits are due.

Event types

There are three types of calendar entries:

Visit (single) — a one-off visit to a customer, linked to a specific customer record.

Visit (recurring instance) — one occurrence of a recurring visit schedule. These are generated automatically from a recurrence rule and appear individually on the calendar.

Absence — a technician is unavailable. Linked to an absence type (holiday, sick leave, training, etc.).

Event status

Each event has one of three statuses:

• Planned — scheduled but not yet confirmed
• Confirmed — the assignee has acknowledged the visit
• Cancelled — the visit will not happen

Recurring visits

A recurrence is a schedule rule for a technician’s regular visits to a customer. It uses a standard recurrence format (RFC 5545 RRULE), which means you can express patterns like “every Monday and Wednesday” or “every two weeks on Fridays.”

Each occurrence appears as a separate event on the calendar. If a single occurrence needs to be changed without affecting the rest of the series, it can be marked as overridden and edited independently.

Absence types

Absence types are the labels used to categorise absences — for example, “Annual leave”, “Sick leave”, “Training day”, or “Public holiday”.

Note

Creating and editing absence types is restricted to dispatchers.

Managing absence types

Go to Calendar → Absence types to see all configured types.

Creating an absence type

Click Add absence type and fill in:

• Label — the name of the absence type
• Assignee — optionally restrict this type to a specific technician. If left blank, the type is available for anyone.
• Absence start and Absence end — the period this absence covers

Each technician can only have one absence type with the same label.

Editing an absence type

Open any absence type from the list to edit its label, assignee, or dates.