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Getting Started

  • Add a Dashboard Widget

Contacts & Customers

  • Add a Contact
  • Send a Request for Proposal to a Subcontractor

Jobs, Tasks & Scheduling

  • Create a Job
  • Create a Schedule Entry
  • Create an Estimate from a Job
  • Create an Invoice from a Job
  • Edit a Task
  • Manage Team Availability
  • View Declined Jobs

Estimates, Invoices & Change Orders

  • Approve a Change Order (Client View)
  • Build and Edit an Estimate
  • Create a Change Order
  • Create a New Estimate
  • Create an Invoice
  • Create an Invoice with the Wizard
  • Edit a Change Order
  • View the Estimate Linked to an Invoice

Warranties & Reports

  • Create a Custom Warranty
  • Export a Report to CSV
  • Generate a Discover Report
  • Set the Standard Warranty

Settings & Templates

  • Add a Cost to the Cost Library
  • Add an SDK Site

Manage Team Availability

Manage Team Availability

Open the Schedule dispatch board. Wait for the schedule board to load. Switch to the weekly view to see team coverage.

Watch the demo (20 seconds)

Read transcript · Download captions

Overview

Open the Schedule dispatch board. Wait for the schedule board to load. Switch to the weekly view to see team coverage. Let the week view render. Open the team Availability panel. Wait for the availability panel to slide in. Confirm the Availability control is active for managing team schedules.

Steps: 9 · Time to complete: ~20 seconds · Difficulty: medium

Prerequisites

  • Access to the Manage Team Availability feature.

Steps

Step 1 — Navigate to /schedule · 0:00

Open the Schedule dispatch board.

Step 1: Open the Schedule dispatch board.

▶ Watch this step · Try it →

Step 2 — Wait for role=button[name="Availability"] · 0:02

Wait for the schedule board to load.

▶ Watch this step · Try it →

Step 3 — Screenshot: schedule_board · 0:00

Screenshot: schedule_board.

Screenshot: schedule_board

▶ Watch this step

Step 4 — Click role=button[name="Week"] · 0:05

Switch to the weekly view to see team coverage.

Click 'Week' to view weekly schedule

▶ Watch this step · Try it →

Step 5 — Pause 500ms · 0:09

Let the week view render.

▶ Watch this step

Step 6 — Click role=button[name="Availability"] · 0:11

Open the team Availability panel.

Click 'Availability' to view team

▶ Watch this step · Try it →

Step 7 — Pause 800ms · 0:13

Wait for the availability panel to slide in.

▶ Watch this step

Step 8 — Screenshot: availability_panel_open · 0:00

Screenshot: availability_panel_open.

Screenshot: availability_panel_open

▶ Watch this step

Step 9 — Confirm role=button[name="Availability"] · 0:16

Confirm the Availability control is active for managing team schedules.

Confirm 'Availability' is active

▶ Watch this step · Try it →

Expected outcome

Confirm the Availability control is active for managing team schedules.

Assets

  • 📹 Full video — 20 seconds
  • 📝 Plain transcript
  • 🎬 Captions (WebVTT)
  • 🖼️ Thumbnail
On the blog
Availability, where the schedule actually lives
Dispatchers shouldn't have to leave the schedule to find out who's working. We moved team availability into the dispatch board itself so coverage decisions happen in one place.
Read the post →