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guide calendar settings schedule work calendar visit schedule non-recurring recurring calendar work calendars how to schedule Install Recurring visits calendars maintenance Creating Work Calendars

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:

  1. 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.
  2. 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:

    1. Log into LMN Time.
      2019-09-20_08_48_21-LMNWeb3___Work_Calendars_Setting.png
    2. Click the Settings wheel at the top-right of the screen.
    3. Click Schedule> Work Calendars 
    4. Click +New on the top-right corner.
      2019-09-20_08_51_07-LMNWeb3___Work_Calendars_Setting.png
    5. On the Add Calendar screen, give it a Calendar Name and ensure you have selected the appropriate Calendar Type (ie. Recurring). Press Save.
    6. 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:
      2019-10-24_12_25_00-LMNWeb3___Edit_Work_Calendar.png

 

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:

        1. Log into LMN Time.
          2019-10-25_15_04_58-LMNWeb3___Work_Calendars_Setting.png
        2. Select Settings at the top-right corner > Schedule 
        3. Select Work Calendars
        4. Select +New to create a new Work Calendar
          2019-10-25_15_06_49-LMNWeb3___Work_Calendars_Setting.png
        5. On the Add Calendar screen, give it a Calendar Name and ensure you have selected the appropriate Calendar Type (ie. Non-Recurring). Press Save.
        6. 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:
          2019-10-24_12_27_22-LMNWeb3___Edit_Work_Calendar.png
        7. Click Save on the bottom-right corner once you have entered all of your values.

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