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.Access the weekly calendar
Click Schedule in the sidebar. By default, you’ll see the daily view. To switch to the weekly view, click the Week tab at the top of the page.
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)
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.
Filter appointments
Filter by crew
Use the crew filter dropdown to show appointments for a specific crew or all crews.
Search
Type in the search box to filter appointments by:- Customer name
- Service name
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 summary (customer, property, and appointment notes aggregated for your crew)
- Contact details for scheduled appointments
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)
- Completed — Send Invoice SMS
Daily vs weekly view
Probase offers two calendar views to fit different workflows: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
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
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.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