The Agenda in the mobile app helps team members stay organized by showing their scheduled activities for the day or within a selected date range. Depending on your role, your agenda will display different types of tasks and jobs.
How to Access Agenda
Open the mobile app.
Tap the calendar icon at the bottom of the screen.
Your daily or date-range bookings will appear in the Agenda view.
Switching Roles in Agenda
If you have dual roles, the app provides two different agenda views. To switch between them:
Tap the three bars ≡ at the bottom right corner.
Select the toggle icon at the top right corner.
The Agenda will update based on the role you selected.
If you have dual roles, there are two different agenda views. To switch between them, go to the three bars at the bottom right and tap the toggle icon at the top right corner.
Estimator’s Agenda
The Estimator’s agenda includes all activities related to estimation and administrative work. These can include:
Estimate appointments
Client consultations
Office-related tasks
If you want to see which task categories are available for your team, go to the Task module in the desktop version and open Task Categories.
Fieldworker’s Agenda
The Fieldworker’s agenda, on the other hand, displays confirmed estimates that have been converted into workorders. These are the jobs that need to be completed in the field, including scheduled services and assigned crew work.