Schedule: Navigating the Month View

Last updated: August 7, 2025

Get a bird's-eye view of your scheduled work with the Month View in OneCrew. This guide helps you quickly understand your monthly schedule at a glance, boosting your confidence as you start.

Key Features

User navigates to Schedule from the left-hand menu, then clicks the 'Month' button in the time selection bar at the top of the schedule. (Animated)

  1. Access Month View: Go to Schedule from the main navigation, then click the Month button in the time period options at the top.

  2. Monthly Overview: Instantly see all scheduled jobs for the selected month. Daily and total monthly revenue/margin figures are also displayed for a quick financial overview.

  3. Navigate & Inspect:

    • Use the dropdowns near the date (e.g., "April 2023") to filter by specific Crews or change the displayed month.

    • Click on a day number in a grayed-out area (representing a previous or next month) to jump directly to that month's view.

    • Hover over any scheduled job on the calendar to see a pop-up with quick details like project name, service type, and work order information.

    • Click a day's number within the current month to switch to the Week View for that specific week.

Insight: The Month View is perfect for long-term planning and quickly assessing overall crew workload and revenue projections for the entire month.

Common pitfalls

The Month View is designed for viewing and high-level planning, not for direct scheduling actions.

  • You cannot drag and drop jobs from the Service Queue (left-side panel) or the Event Sidebar (right-side panel, if open) onto the Month View calendar to schedule them.

  • To schedule or modify job timings, please switch to the Day, 3 Day, or Week views. Learn more about scheduling jobs [add link to relevant article on scheduling].