Weekly calendar

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Overview

The weekly calendar provides a high-level view of your schedule across multiple days. It’s perfect for planning ahead, balancing workloads, and identifying scheduling conflicts.

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Access the weekly calendar

Click Schedule in the sidebar. At the start of each day you’ll see the daily view. To switch to the weekly view, click the Week tab at the top of the page. Probase remembers the tab you were last on for the rest of the day, so if you leave the page on the Week tab and come back, you’ll land on the weekly view again until the next day.

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Tabs always jump to today

Tapping either the Today or Week tab always brings you back to the current day. If you’ve browsed ahead to next week or back to a past date, a single tap on a tab snaps the view to today (the Week tab lands on the week that contains today). This gives you a reliable one-tap way to return to the present without scrolling back through dates.

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What you’ll see

The weekly calendar displays appointments and non-service stops as cards, grouped by day. Each view shows:

• All scheduled appointments and non-service stops for the selected days
• Customer names and service names (for appointments)
• Stop names and addresses (for non-service stops like lunch breaks or supply runs)
• Appointment times
• Crew assignments with color coding
• Appointment statuses (Scheduled, Completed, Rescheduled, Cancelled, Skipped)

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When your schedule is empty

When there’s nothing scheduled, the calendar shows a friendly prompt that points you at the next useful step. What it says depends on where you are in setting up your business:

• You haven’t added any customers yet — the empty state reads “Nothing scheduled yet. Add a customer first, then come back to schedule their first job.” and shows an Add a customer button. Tapping it opens the customer creation form right on the schedule, so you can add your first customer without leaving the page.
• You have customers but nothing booked — the empty state reads “No jobs scheduled yet. Pick a customer and schedule a service.” and shows an Add Job button that takes you straight into the job creation wizard.

The same prompt appears on both the Today and Week views, and on any individual day you’ve drilled into that has no work scheduled.

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Filter by day

The weekly schedule shows only the days that have at least one stop scheduled. Days with no work are hidden automatically to keep the view clean. Tap any day in the selector strip to drill into that day’s schedule — tap it again to return to the full week view. Each day in the selector strip shows a pill with the total number of stops for that day — including both service appointments and any non-service stops (like lunch breaks or supply pickups). This makes it easy to see your weekly workload at a glance. Your selected day is highlighted with a filled circle on the date number. Tap the same day again to deselect it and return to the full week view.

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Filter appointments

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Filter by crew

Use the crew filter dropdown to show appointments for a specific crew or all crews.

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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 to navigate directly to its 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. The appointment detail page shows:

• Customer name and property address
• Current appointment status
• Service charges and any additional service items with a total
• Service frequency, next scheduled appointment, and invoice type
• Job notes — an AI-generated briefing drawn from notes across the customer, property, and previous appointments, giving your crew context before they arrive
• Contact details for scheduled appointments

The appointment detail page is also where you can complete, reschedule, skip, or cancel the appointment.

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Quick actions on the appointment detail page

Appointment actions are shown as contextual buttons that change based on the appointment’s status:

• Scheduled (future) — Send Confirmation SMS or open the Manage Job dropdown (Complete, Skip, Reschedule, Cancel)
• Due today — Directions, On My Way SMS, Complete Visit, and a … dropdown (Skip, Reschedule, Cancel)
• Rescheduled — Send Reschedule Confirmation SMS referencing the new appointment date
• Completed — Send Invoice SMS

Actions open as modals directly on the page — no need to navigate away. See the following guides for details:

• Creating appointments
• Rescheduling appointments
• Completing appointments

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Daily vs weekly view

Probase offers two calendar views to fit different workflows:

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Daily view (default)

Best for field crews and daily operations:

• Shows today’s work at a glance
• Progress tracking (e.g., “1 of 3 stops completed”)
• Card and map view modes
• Optimized for mobile use
• Filter by crew or search for specific appointments

See Daily crew schedules for details.

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Weekly view

Best for planning and office work:

• See appointments across multiple days
• Filter by specific days of the week
• Card view
• Identify gaps and conflicts in the schedule
• Balance workloads across crews
• Search and filter capabilities

Both views show the same appointments and non-service stops — choose the view that fits your current task.

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Reorder stops and add stops

Reordering stops and adding non-service stops are available from the Today tab, not the weekly view. To reorder a crew’s stops, switch to the Today tab, navigate to the day you want to reorder, then use the Reorder Stops button. See Reordering stops for full instructions. See Daily crew schedules for details on adding non-service stops.

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Next steps

• View daily schedules for today’s work
• Optimize routes to plan efficient driving routes
• Complete appointments when work is done
• Create appointments to add new work to the schedule