Booking a job on the calendar

Open Schedule from the dashboard, a client profile (Quick Book calendar icon), or Open calendar to schedule on an approved quote.

For guided try-it exercises, start with Using the calendar (step-by-step).

Browse vs book
• From the dashboard alone, tapping days is often browse-only (see jobs already on that day).
• From a client or quote, the day sheet enters booking mode with a Booking quote · #NNN strip.

Pick a day, then use the Details panel:

Expected job duration (before you book)
• On the quote editor, set Expected job duration before you lock the quote (starts from Settings → Scheduling → Default job duration); the field is read-only while locked.
• When you open Schedule from that quote, duration for the timeline pre-fills from that value — change it on the quote editor (unlock if needed), not on the calendar.
Remove from schedule clears the calendar day but keeps your expected duration on the quote.

Time picker (one panel)
• The month grid stays visible — swipe left/right or ◀ ▶ to change months; tap another workday anytime to switch days without saving.
• Opening from an approved quote lands on the first workday with an open slot (fully blocked days may be skipped until you tap them).
• The start time seeds to the first open slot on the selected day; Selected time shows start–end on one line.
Timeline — gray open time, dark green existing jobs, orange device-busy blocks, muted black lunch (from your profile lunch break); bright green proposed work (one continuous block when Split around busy time is off; splits at lunch and around personal calendar / other jobs when it is on); cyan trip and buffer follow the slider (return trip and buffer are omitted when work ends at Workday ends). The month grid may preview the day in green before you save.
Four ways to move the start time on the timeline (all snap to 15-minute steps):
1. Drag the white thumb along the track.
2. Tap anywhere on the track to jump to that time.
3. −15 min — tap once to step earlier (hold to repeat).
4. +15 min — tap once to step later (hold to repeat).

When the month grid shows a different month, get back to this month four ways:
1. Double-tap the yellow Calendar title in the top bar.
2. Tap Calendar again in the bottom navigation bar (phone) or Schedule again in the left rail (tablet) while Schedule is already open.
3. Swipe the month grid left or right until the current month is showing.
4. Tap or beside the month name until the current month is showing.
Schedule for … / Cancel on the day sheet — Schedule for … saves; Cancel exits booking without saving.

How open slots are found
• N78-Ops scans your work-week hours, job duration, drive time each way, buffer between jobs, other N78-Ops jobs, and (with READ_CALENDAR permission) busy blocks on your device calendar (including multi-day events on each workday they span).

Scheduling options
Split around busy time — divide job hours around personal calendar and other scheduled N78-Ops jobs. Turn off for one continuous block; overlaps warn (TIGHT) but never block save.

Slot status badges (label only — tap Schedule for … below to save)
OPEN — fits cleanly inside your rules.
TIGHT — heads-up (lunch start, overlap, double-book, or tight trip/buffer). You can still save.

End of workday
• When billable work ends at or near Workday ends, return trip and interim buffer are not required — the last job of the day can finish at closing time.

Save
Schedule for … writes date, start time, and duration on the quote (or lead visit). The quote must be Approved.
• Confirm dialogs appear for past dates and non-work days only—calendar overlaps warn on the day sheet but never block save.

Already scheduled (move / reschedule)
• You cannot book a second time on the same quote without moving it first.
Long-press the job row → tap another work day on the calendar → adjust the slider if needed → Schedule for …, or Remove from schedule (clears N78-Ops only — clean device-calendar rows in your calendar app if needed).

Other day-sheet tools
Repeat — see Repeating jobs on the calendar.
Mark days off — days you mark unavailable are skipped when seeding open times; tap the day on the calendar to book anyway if you are working.
Show only jobs from this app — filter when device calendars are shown on the grid (? on Schedule explains the filter).

Calendar colors
Green, violet, amber, orange, and more — see Schedule calendar colors.

Device calendar
N78-Ops always saves the schedule in the app first. Add schedules to device calendar (Settings → Scheduling, default off) may show Add to calendar? after save or reschedule — you confirm in the system calendar app; nothing is written silently.

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