Work calendars allow you to setup default colors, drive-time settings, schedule templates and much more so that you can schedule new jobs in just a few clicks.
There are two types of Work Calendars:
- Recurring: used for Visit type work, involving multiple visits that you will continuously visit on a recurring basis (eg. mowing, pruning, yard cleanup, etc) and for unsched routes.
- Non-Recurring: used for Install/Construction type work, involving one visit (which may span across days or weeks) where a Job is started and completed within a specific time-frame (eg. patio install, driveway, etc). For more information on non-recurring calendars, please see below.
Creating a 'Recurring' Calendar
To add a Recurring Work Calendar:
- Log into LMN Time.
- Click the Settings wheel at the top-right of the screen.
- Click Schedule> Work Calendars
- Click +New on the top-right corner.
- On the Add Calendar screen, give it a Calendar Name and ensure you have selected the appropriate Calendar Type (ie. Recurring). Press Save.
- On the Calendar Info section, you will see the following options for set-up, as well a brief description of what each setting means by clicking on the ? icon. Enter your settings here for your Work Calendar:
Creating 'Non-Recurring' Work Calendars
Non-Recurring: used for Install/Construction type work, involving one visit (which may span across days or weeks) where a Job is started and completed within a specific time-frame (eg. patio install, driveway, etc.)
To add a Non-Recurring Work Calendar:
- Log into LMN Time.
- Select Settings at the top-right corner > Schedule
- Select Work Calendars
- Select +New to create a new Work Calendar
- On the Add Calendar screen, give it a Calendar Name and ensure you have selected the appropriate Calendar Type (ie. Non-Recurring). Press Save.
- Under the Calendar Info section, you will see the following options for set-up, as well a brief description of what each setting means. Enter your settings here for your Work Calendar:
- Click Save on the bottom-right corner once you have entered all of your values.
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