Important Mobile Scheduling is available as an early preview now. We will be rolling out full mobile scheduling capability, and releasing to all customers, in coming months. If you would like early access, leave us a note on

What is Mobile Scheduling

With Mobile Scheduling, you'll be able to create orders, add roles, workers and equipment, as well as update the schedule, from the palm of your hand, wherever you are.

Right now, the first preview release allows you to add available and qualified workers and equipment to a shift, and you can remove workers and equipment too.

Who Can Schedule from the Mobile?

Right now, any fieldworker who has right to view the orders list - by way of the "Order Search" permission shown below - can edit allocations. This permission is disabled by default.

How Does it Work?

You'll find Mobile Scheduling by going to My Items, then Orders.

In the Order view, we've updated the Allocations menu to become a "Shifts" item, as this better reflects the information this view conveys.

Select a shift, then you can:

  • 'Add New' to allocate a resource to the shift

  • Swipe left on any allocation to remove them from the shift.

Press Save after any changes to commit those changes back to the office.

Coming Soon

Over the coming months, we'll be adding these important features before we open Mobile Scheduling to general access:

  • See Allocation Conflicts in the Fieldworker

  • See Allocation Conflicts in the Web app

  • Real-time notifications of Conflicts in the Web App

If you have any feedback at all, please comment on

Mobile Scheduling and Site Diary work together

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