Overview: The Install Calendar displays scheduled jobs by installer and date, with visual cues that convey job status, invoicing, and documentation details.
Color Coding [1]: Each colored block represents a scheduled labor line. Different colors on the same job indicate different accumulator codes/materials (e.g., carpet, wood, tile) being installed.
Hover Highlight [2]: Hovering over a job block highlights all related blocks for the same job across other installers and dates, making it easy to see the full scope of a job spread across the schedule.
Icons and Indicators: Each block can display a row of icons in a consistent order:
- Position 1 – Invoice status [3]: No icon = uninvoiceable; dollar bill icon = invoiceable (ready to submit); $ icon = invoice submitted.
- Position 2 – Job notes [3]: Files/document icon indicates job notes are attached.
- Position 3 – eDocs [3]: Paperclip icon indicates eDocs are attached to the job.
- Position 4 – Completion Tracking [4]: A fraction such as "1/2" or "2/2" shows the current day of work out of the total completion days needed (e.g., "1/2" = day 1 of a 2-day job).
Job Details Popup [5]: Hovering over a job displays a detail card showing:
- Branch ID and Order number
- Customer name and address/contact info
- Sales person
- Labor codes (quantity, material type, and assigned installer/contractor)