Daily crew schedules

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Overview

The daily schedule view shows you the day’s work at a glance. It displays all appointments for the selected date with progress tracking, customer information, and easy access to appointment details. This view is optimized for mobile use in the field.

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Access the daily schedule

Click Schedule in the sidebar to view today’s appointments. The Day view is the default — if you’ve switched to the Week or Month view, tap Day in the view picker at the top of the page to return to it. The page shows:

• Progress counter (e.g., “1 of 3 stops completed”)
• All appointments for the selected date
• Customer names and service information
• Appointment times and statuses
• Crew assignments with color coding

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View modes

On a phone or other narrow screen, the daily schedule shows one panel at a time and gives you a toggle to switch between two view modes. On a wider desktop screen, both panels appear side by side at once — see Desktop layout below. The two view modes are:

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Card view (default)

Shows appointments as cards with customer names, service details, addresses, and times. Scheduled appointments show as full cards you can tap anywhere to go to the appointment detail page. Each card displays:

• The parent service name with any additional service items listed below it (with type icons and quantity)
• Total appointment duration (including any service item durations)
• Scheduled start time
• Property address

Completed, cancelled, and skipped appointments collapse to a compact row showing only the customer name, service name, a status icon (green check for completed, red X for cancelled, forward arrow for skipped), and a chevron button.

• Tap the chevron to expand the card and see full details — this does NOT navigate away from the schedule
• To open the appointment detail page, tap the customer name or service name link inside the expanded card

This is the default view and works well for quickly scanning your day’s schedule.

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Stop numbers

Every appointment card carries a number showing where that visit falls in its crew’s day. Numbering starts over at 1 for each crew, so on a day with two crews out, each crew’s stops read 1, 2, 3… of their own route — the numbers on the cards are the same numbers you see on that crew’s pins in the map view. Jobs that don’t have a crew assigned yet are numbered as their own sequence. Non-service stops you’ve added (a lunch break, a supply run) are numbered the same way. They take their own slot in the crew’s order and their card shows that number in the crew’s color, exactly like the crew’s pin on the map — so a break between the first and second job of the day reads 2, and the job after it reads 3. Card numbers and map pins always line up.

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Map view

Shows all appointments plotted on a full-color, interactive map. The map displays:

• Appointment locations as numbered pins in the crew’s color, numbered from 1 in the order that crew works the day — the same numbers shown on the cards in the card view. Each crew’s pins are numbered independently, so with several crews out you’ll see more than one pin 1 on the map.
• Any non-service stops (a lunch break, a supply run) as numbered pins too, in the same crew sequence as the jobs around them
• A small status badge on the corner of a pin when a stop is completed (green checkmark), cancelled (red X), or not yet assigned to a crew (amber)
• Crew start and end depot markers for every crew currently in scope — when no crew filter is applied, every team crew with a configured start location gets a Start/Finish pair; when a crew is filtered, only that crew’s pair shows
• The driving path between the day’s stops, drawn as a line in the crew’s color
• Visual overview of the day’s route geography

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Street map or satellite

A small button in the corner of the map switches the background between the full-color street map and Satellite imagery. The button always names the view you’d switch to, so it reads Satellite while you’re looking at the street map, and Map once you’ve switched over. Until you press it, the map picks for you as you zoom: zoomed out to see the whole day it stays on the street map, where road names and neighbourhoods are easiest to read, and it flips to satellite once you zoom right in on a single stop. Pressing the button hands the choice to you and stops the automatic switching for that map.

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When the drive path can’t be shown

Sometimes the routing service can’t work out a driving path between the day’s stops. This happens when a stop’s address landed somewhere the road network can’t reach, and it comes in three flavours:

• The stops can’t be connected to each other — for example one pin sits on an island, across a body of water, or somewhere only a ferry serves.
• A stop has no road anywhere near it — a mis-typed address, a pin dropped in the middle of a lake or an open field, or a very large rural parcel whose centre point sits far from the nearest street.
• The drive between two stops is impossibly long — an address that geocoded to the wrong country or continent (usually a typo in the street or city, or a missing state) puts thousands of miles between two of the day’s stops, which is further than the routing service will plan.

Whichever it is, the map still plots all of your pins and a notice appears along the bottom:

Route could not be computed between some of these stops, so the drive path isn’t shown.

Your stops, times, and crew assignments are unaffected — only the drive line is missing. To get the line back, check the pin positions on the map, then open the customer’s property and correct any address that landed in the wrong place. See Properties and addresses. On a narrow screen, tap either view mode button at the top of the page to switch between views. Your preference is remembered across sessions. The toggle stays responsive even while the map is still drawing its route, so you can switch straight back to the card view (or change tabs) without waiting.

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Desktop layout

On a wider desktop screen, the day view splits into two columns instead of one. The stop list stays on the left, and the route map fills the remaining space on the right. Because both panels are visible at the same time, the card/map toggle is hidden — there’s nothing to switch between. The map stays pinned in place as you scroll the stop list, so you can work down your day’s stops while keeping the full route geography in view. Everything else — the progress counter, crew filter, search, Reorder stops, Add stop, the Home card, and depot markers — works the same way in both layouts.

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Filter appointments

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Filter by crew

Tap the crew filter (the funnel icon with colored circles) to choose which crews appear. It’s a multi-select list, so you can show one crew, a few, or all of them — see Filter by crew for the full rundown. When you narrow it to a single crew that has a configured start location, a Home card appears at the top of the day’s stops in the card view, and start/end markers appear on the map view. If your account only has one crew, the filter is applied automatically — the Home card shows up without you having to choose a crew first.

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Search

Type in the search box to filter appointments by:

• Customer name
• Service name

Results update as you type, making it easy to find specific appointments.

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View appointment details

Tap any scheduled appointment card to open the appointment detail page. For completed, cancelled, or rescheduled appointments, tap the chevron to expand the card first, then tap the customer name or service name to navigate to the detail page. From the appointment detail page you can:

• See full customer and property information
• View service details and frequency
• Check scheduled times and assigned crew
• See appointment status and history
• Complete, reschedule, or cancel the appointment
• Add notes or view completion records

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Quick actions

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Floating Action Button (FAB)

The FAB in the bottom-right corner provides quick access to common creation tasks:

• New Customer - Add a new customer to your account
• New Job - Create a new job and optionally schedule the first appointment
• New Quote - Start the quote creation wizard for quotes or assessments

Tap the FAB to expand the menu and select an action.

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Change the date

By default, the daily schedule shows today’s appointments. To view a different date, use the date picker at the top of the page to select another day. The view will update to show appointments for the selected date. If there are no appointments scheduled, you’ll see an empty state message. When you return to the page, your view preference (card or map) is remembered.

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Progress tracking

At the top of the page, a progress counter shows how many stops have been completed out of the total scheduled for the day. This helps you track progress throughout the day and see at a glance how much work remains. The counter updates automatically as you complete appointments.

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Crew depot locations

When you filter to a single crew that has a configured start location, ProBase shows where that crew begins their day so you can see the full route at a glance.

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Home card on the card view

In the card view, a Home card appears at the very top of the day’s stops with the crew’s start address. Tap the chevron to collapse or expand the card — the address is hidden by default to keep the day’s stops front and center. If your account has only one crew, the Home card appears automatically once that crew has a start location set — no need to pick a crew from the filter.

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Start and end markers on the map view

In the map view, start and end depot markers appear for every crew currently in scope. With no crew filter applied, you’ll see a Start/Finish pair for each team crew that has a configured start location — even on days when that crew has no appointments yet — so you always know where each crew begins and ends the day. When you filter to a specific crew, only that crew’s markers are shown. If the start and end locations are the same, a single combined marker is shown. The crew’s color is used for both depot markers and the route line so it’s easy to follow. To set or update a crew’s start and end locations, see Adding crews.

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Appointment statuses

Appointments are color-coded by status:

• Scheduled - Default appearance, ready to work on
• Completed - Green badge with checkmark icon
• Cancelled - Red badge with X icon
• Rescheduled - Shows on the new scheduled date
• Skipped - Marked as skipped (recurring services only); its items and notes move forward to the next visit already on the schedule (or, if none is scheduled, the next visit is created automatically)

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Marketplace jobs on the schedule

If you get work through a connected marketplace, those jobs sit on the Day view alongside your own. They carry a small brand mark (the marketplace’s logo) next to the customer name so you can tell them apart at a glance. They count toward your stops for the day, can be assigned to a crew, and can be reordered like any other stop — but they’re completed, rescheduled, and skipped in the marketplace app. See Marketplace jobs.

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Reorder stops

The Reorder stops button sits at the top of the Day view and is always available — you no longer have to filter to a single crew before it shows up. Tap it to open a drag-and-drop panel where you can rearrange a crew’s stops for the day into any order you prefer. The panel includes both appointments and any non-service stops you’ve added. Because a route belongs to one crew, ProBase needs to know whose day you’re rearranging:

• Looking at one crew — filtered to a single crew, or working on an account with only one crew you can act on — the reorder panel opens straight away for that crew.
• Looking at several crews at once — a short Pick a crew window opens first, listing the crews you can plan for with their color dots. Tap one and the reorder panel opens for that crew immediately — no confirm step. Cancel backs out without changing anything.

Drive time and distance between each stop is shown and recalculates automatically after you reorder. When you save, all stop times update to reflect the new sequence. See Reordering stops for full instructions.

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Add a stop

The Add stop button (next to Reorder stops) lets you insert a non-service stop into a crew’s route — for example, a lunch break, a supply pickup, or a quick detour. These stops appear in the calendar alongside regular appointments and are included in drive time calculations. Like Reorder stops, the Add stop button is always there — you don’t have to filter to a single crew first. It shows as soon as your business has at least one crew you’re allowed to plan routes for. To add a stop:

1. Tap Add stop.
2. Tell ProBase whose route the stop belongs to. Every stop takes a slot in one crew’s day, so:
   • Looking at one crew — filtered to a single crew, or working on an account with only one crew you can act on — the stop form opens straight away for that crew.
   • Looking at several crews at once — a short Pick a crew window opens first, listing the crews you can plan for with their color dots. Tap one and the stop form opens for that crew immediately — there’s no confirm step. Cancel backs out without adding anything.
3. Fill in the details:
   • Name — A short label (e.g., “Lunch Break”, “Pick up supplies”)
   • Address — The stop’s location. Start typing and pick from the suggested addresses that drop down over the window — see Address suggestions as you type.
   • Duration — How long the stop will take (in minutes)
4. Tap Save. The stop is added after the last scheduled appointment or stop for that crew on that day.

Non-service stops appear in the calendar with a dashed border so you can tell them apart from regular appointments, and they carry their own stop number in the crew’s color so the card matches the crew’s pin on the map. Each non-service stop card has an ✕ button — tap it to delete the stop directly from the schedule. They can also be reordered or deleted using the Reorder stops panel.

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Pull to refresh

On mobile, you can pull down from the top of the schedule to refresh the page and load the latest appointments. This is useful when multiple crew members are working simultaneously and you want to see updates without navigating away. A visual indicator appears at the top while the page is refreshing.

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Next steps

• Complete appointments when work is finished
• Reorder stops to manually adjust a crew’s route order
• Optimize routes to plan efficient driving routes
• View the weekly calendar for a broader view across multiple days
• Marketplace jobs to work a visit that came from a connected marketplace