Calendar
Frontu calendar has different views: month, week, day, employee agenda and +30. User can select a view according to the visibility or action he would like to perform. Click forward/backward arrows if you would like to choose another month, week or day.
If you click "Today" button you will be taken to the current week and month.
If Saturday and Sunday are working days in the calendar, they will be marked in grey color for better identification.
You can pick any date by clicking on date block. The calendar will be opened and you can select any day from it.
Calendar views
Monthly view is designed to see the full month. You can create new work orders and plan employee work hours here.
Weekly view will show the whole week by days and hours with all users on the left. You will be able to create a new work order with automatically filled user and planned work order start time.
Day view shows the selected day by hours and employees on the left. User can create work order here by clicking on selected time and user.
Employee agenda view shows the whole month together with all users on the left. New work orders can be created from this view too. When creating work order from this view, the default time is 8:00 and can be changed.
+30 view shows a month view but divided into weeks and displays 30 days interval not exactly from the first to last day of the month. New work order and event creation is allowed from this view.
The toolbar on the left will automatically be hidden when you open a calendar menu. It will provide a broader view of work orders and scheduled hours.
Wider columns in the +30 view
In the +30 view, day columns are narrow so that all 30 days fit on the screen. This can cut off the work order time and title.
To see more on each card, click the column width button in the +30 toolbar. The day columns become wider. Click the button again to go back to the default width.
Frontu remembers your choice, so the +30 view opens with the same width the next time you use it. The button is available only in the +30 view.
All the employees are visible in the calendar are conveniently grouped into the offices, according to which office they belong to. You can hide unnecessary units and expand the ones you want. You can also expand or hide events/holidays and unassigned work orders, depending on whether you want to see this information when planning work orders.
Have in mind that you can create an event directly from the events or unassigned rows in the calendar.
Default hours for a new event
When you create a new event or new work hours in the Month, Employee agenda or +30 view, the begin and end hours are filled in from your company's working hours. For example, if your working hours are 07:00–16:00, a new event starts at 07:00 and ends at 16:00.
You can still change the hours before saving.
Company working hours are set in Calendar → Settings. If working hours are not set, a new event starts at 08:00 and ends at 12:00.
In the Day and Week views, a new event uses the time range you selected in the calendar.
See details on hover
Hover over a work order or event in any calendar view to see its key details without opening it.
Work orders show the client's phone number and who created the work order, together with the other work order details.
Events show the assigned user. If nobody is assigned, you will see Unassigned. This is helpful in the Month view, where assigned and unassigned events look the same.
If the client phone or creator is not available, you will see "-".
Calendar filters
There are a lot of different filters that will help to make it easier to plan and manage work orders: it is possible to select specific employee, work order type, customer, object etc.
To access filters management you should first click "View Settings" button.
The settings will be opened. You can mark or unmark checkboxes and change their positions by using drag and drop feature.
When all is set up, do not forget to "Save" the changes. The changes will be visible right away together with a success message.
User related filters
Assigned user (filters work orders with selected assigned user);
Role (filters work orders according to the role type). To avoid loading too many work orders and to select the most relevant users immediately, the filter automatically selects "App User" and "Helper". In order to see work orders with other roles, they must be added to the filter.
Office (filters work orders according to the office users);
Skills (filters users according the skills they have); Notice that skills are also visible below the user name in calendar.
Users with planned working hours. The filter is designed for those who use the working hours scheduling feature. Using this filter, you will be able to filter out only those employees who have scheduled working hours in the period of time you have selected.
Work order related filters
Work order type;
Status (filter "Active" is automatically set up to make planning more convenient. It means that work orders that are already completed or cancelled are not displayed in the calendar by default. If you need to see all the work orders, including completed and cancelled, you just need to add these statuses next to the "Active" filter.
Customer;
Object;
Other filters
Show employee/work order/customer/object/object serial number/object address/object city (work orders in the Calendar are displayed according to the work order name "Show work order", according to the employee's name - "Show employee" or by object information “Show customer/object/address/city/serial number);
Time format (choose how the time is shown on work order cards). Options: Start – end (08:00 – 10:00), Start only (08:00), Start and duration (08:00 2h) or Don't show time. The default is Start – end. The time format applies to the Month, Employee agenda and +30 views. Day and Week views show the time on the timeline instead.
Do not show helpers agenda (the helper's availability may or may not be displayed together with the main employee's work orders) based on your selection.
Move work orders with drag and drop
You can reschedule or reassign a work order by dragging it to another time, day or employee in the calendar. You can also drag a work order from the unassigned list into the calendar.
After you drop the work order, a confirmation pop-up shows the old and new details. Click to confirm, or cancel to undo the move.
If your company uses route optimisation, the pop-up also shows a Fixed planned time checkbox when the date or time changes. The checkbox is ticked by default, so the new time is saved as fixed together with the move. Untick it before confirming if the time is not final.
A work order with a fixed planned time keeps its time slot when you optimise the employee's route. Other work orders are arranged around it.
Have in mind that the checkbox does not appear when you only change the employee and keep the same date and time.
Unassigned work orders
Unassigned work orders can be managed via a separate button in the Calendar page. Click "Unassigned" that is between "Clear filter" and "View settings" button.
The side page will be opened where you can see some filters and the list just after them.
There are some filters for unassigned work orders that help to manage the list view.
You can filter by tag, planned start time, user or work order office.
You can also hide filters or clear filters that are already selected in this screen.
You can filter by status too. Unassigned, Draft and Stopped options will filter only unassigned, draft or stopped work orders accordingly. Show all filter will show you all three.
Stop reason on the card
Stopped work orders are also listed in the panel. If a work order was stopped with a stop reason, the card shows the reason under the name of the technician who stopped it.
To find work orders stopped for a specific reason, for example waiting for spare parts, select one or more reasons in the Stop reason filter. The panel then shows only work orders stopped with those reasons.
Have in mind that the stop reason filter only finds stopped work orders. If you combine it with the Unassigned or Draft status, the list will be empty. The filter is shown only if your company has stop reasons set up.
SLA on the card (SLA add-on)
If your company uses the SLA add-on, each card shows the work order's SLA, for example Normal (60h). Cards without an SLA look as before.
To prioritise by SLA, choose SLA in the Sort by field. The default is Planned time. Use the arrow button next to it to switch between ascending and descending order. Clear filter sets sorting back to Planned time.
SLA sorting is by SLA duration.
Planned and unplanned work orders (Route optimisation add-on)
If your company uses the Route optimisation add-on, the top of the panel filter has three buttons: All, Planned and Unplanned. Each button shows how many work orders it contains.
Planned shows work orders with Fixed planned time ticked. This means the date was agreed with the customer.
Unplanned shows work orders without Fixed planned time. These still need a date.
All shows both. This is the default.
The counts follow the other filters you have selected. Clear filter sets the selection back to All.
Have in mind that new work orders count as unplanned until someone ticks Fixed planned time on the work order or in the drag and drop pop-up.
The list itself lets user to click on the object, customer or the work order and open quick view directly from this page. You can easily review the information or even edit it without going to customer/objects or work orders menu.
If work order has tags added, you will see them under the work order's information, in grey color. By clicking on them you can remove or edit tags.
If unassigned work order becomes assigned or the draft will be approved, those work orders will disappear from the list immediately.
Different Calendar views
You can create your own views for the calendar. The views would only be visible for you and you can add as many as you want.
To create a view, select any filters you need and click "Create view".
You will only need to enter the title (you can use different emojis for that too!).
Save the entry. All created views will be visible in the same line next to the "Calendar" tab.
Now every time you need to check some specific work orders, just click on the view you created and it will be opened without additional selection of filters.
If you would like to edit or archive the view, click on the view first, then "View settings" button. You will see copy, archive and save buttons.
You can make changes at any time. Archived view will disappear from the line and you will no longer be able to access it.