Using the Calendar for Appointments

Opening the Calendar

Tap Calendar in the bottom navigation bar. The calendar defaults to the Week view showing all scheduled jobs for your team.

Switching Views

Use the view switcher at the top of the screen to toggle between:

• Day — see every hour of a single day; ideal for dense schedules.
• Week — the default; shows Monday–Sunday with color-coded jobs per technician.
• Month — a bird's-eye view with job-count badges per day.
• Agenda — a chronological list of upcoming jobs; great for quick reference.

Filtering by Technician

Tap the filter icon (top right) and select one or more technicians to show only their jobs. This is useful when dispatching from a multi-crew schedule.

Creating an Appointment from the Calendar

1. In Day or Week view, tap and hold on an empty time slot.
2. A New Job drawer appears pre-filled with the selected date and time.
3. Complete the remaining fields (customer, job type, technician) and tap Save.

The job is immediately placed on the calendar.

Moving an Appointment

In Day or Week view, press and hold a job card until it lifts, then drag it to a new time slot or a different technician's column. Release to confirm. The technician is notified of the change.

Color Coding

Each technician is automatically assigned a color so you can distinguish their jobs at a glance. Colors are assigned in Settings → Team → technician profile.

Syncing with Google or Apple Calendar

If you've connected an external calendar (see the Connecting Your Calendar article), your CrewBrix appointments appear in your device's calendar app automatically. External calendar events also appear in CrewBrix as read-only blocks so you can see when technicians are unavailable.