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 in two different view modes:- Card view (default) - Shows appointments as cards with full details
- List view - Compact list format for seeing more appointments at once
- All scheduled appointments for the selected days
- Customer names and service names
- Appointment times
- Crew assignments with color coding
- Appointment statuses (Scheduled, Completed, Rescheduled, Cancelled, Skipped)
View modes
Card view (default)
Shows appointments as cards with customer names, service details, addresses, and times. This is the default view and works well for quickly scanning the week’s schedule.
List view
A compact list format showing appointments in chronological order. This view is more condensed than card view, making it easy to see more appointments at once.
Filter by day
The weekly schedule allows you to filter which days of the week to display. By default, all 7 days are shown. You can deselect days to focus on specific parts of the week.
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
Click on any appointment to open the dedicated appointment detail page where you can see:- Customer name and property address
- Service details and frequency
- Scheduled date and time
- Assigned crew with color coding
- Current status
- Completion notes and service records (for completed appointments)
- Next scheduled appointment (for recurring services)
- Full appointment history
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, list, 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 and list view modes
- Identify gaps and conflicts in the schedule
- Balance workloads across crews
- Search and filter capabilities
Reorder stops
You can manually reorder a crew’s stops for any day directly from the weekly view. Tap a day in the day selector. If you have multiple crews, also select a crew from the crew filter. Once both a day and crew are selected (or just a day for single-crew businesses), the Reorder Stops button appears. Tap it to open a drag-and-drop panel where you can rearrange the stops into any order you prefer. Both appointments and any non-service stops appear in the panel. See Reordering stops for full instructions.Add a stop
On the Week tab, tap a day in the day selector. If you have multiple crews, also select a crew from the crew filter. Once a day is selected (and a crew, for multi-crew businesses), an Add stop button appears next to Reorder Stops. Use it to insert a non-service stop (like a lunch break or supply pickup) into that crew’s route for that day. Fill in the stop’s name, address, and duration, then tap Save. The stop is added to the end of the crew’s schedule for that day and shows up in the calendar alongside regular appointments. See Daily crew schedules for more details on adding 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