The Overview tab is a calendar of everything scheduled for the project: jobs, tasks, and assessments. It's the quickest way to see who's doing what, and when.
Overview Page
The Calendar
Week or Month: Switch between a week-by-week view and a full month.
Arrows and Today: Move forward or back, or jump to today.
Preview: Click on any card to preview job details.
Drag and Drop: Move card quickly to a time slot of your choice to quickly make changes to your schedule.
Team dropdown: Use the dropdown above the calendar to focus on one technician or team.
Example: Your crew has four jobs this week on the same project. Switch to Week view to see each job by time and who's assigned to it.
The List on the Right
Next to the calendar, three tabs list the same work with counts: Tasks, Jobs, and Assessments. Each card shows its status, date and time, customer, address, and the people assigned.
When a Day Is Busy
If several items land on the same day, the calendar shows the first one and a +N more label, like +3 more. Click it to see the rest.
Finished Tasks
Once a task is completed, it comes off the calendar so you only see work that's still ahead.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.