Customizing Columns in the Scheduler

Customizing Columns in the Scheduler Learn how to customize the columns you see in the work scheduler. Betsy Rainey

In order to customize your columns, you will need to go into the Work Scheduler, and click on the small crosshair button in the upper right hand corner of the page (for unscheduled services (1) ) or the upper right hand corner of the scheduled service listing (for scheduled services (2)).



You can choose what columns display by checking the boxes to the left of each option, or unchecking them to have the column no longer display.

The columns available to add and remove on the work scheduler include:

  • ID

  • Job Name

  • #

  • Service

  • Estimated Crew (Est Crew)

  • Project

  • Type

  • Status

  • Price

  • Address

  • City

  • Accepted Date (Acc. Date)

  • Estimated Visits (Est Visits)

  • Last Visit (Days)

  • Predecessor Days (Pred (Days))

  • Item

  • Distance (Dist)

  • Estimated Hours (Est Hrs)

  • Cost

  • Overhead Cost (OH Cost)

  • Break Even (BE)

  • Profit

  • Quantity (Qty)

  • Zip

  • State

  • Latitude (Lat)

  • Longitude (Long)

  • Map Code

  • Job Site

  • Skip

  • Skipped Date

  • Call Ahead

  • Invoice Balance (Inv Bal)

  • Hold Date

  • Preferred Job Start (Pref. Job Start)

  • Customer Tags (Cust Tags)

  • Job Site Tags

  • Service Tags

  • Job Tags

  • Customer Type (Cust Type)

  • Salesperson

  • Preferred Service Start (Pref. Service Start)

  • Preferred Service End (Pref. Service End)

  • Phenology Week

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