📅The Desktop Calendar

Schedule inspections, services and block time from a month, week or day calendar on the desktop home screen.

The desktop home screen can show your upcoming work as a calendar instead of the report list. The calendar shows every scheduled inspection for your team, plus lightweight services (jobs with no report, like a radon monitor drop-off) and block time (periods when an inspector is unavailable).

The four home screen views: list, month, week and day

Switching Views

The four buttons on the left side of the home screen toolbar switch between:

• List — the classic report list

• Month — a month-at-a-glance grid

• Week — a seven-day time grid

• Day — a single day with a column for each inspector

Next to the view buttons you'll find back / forward arrows, a Today button, and the current date range. Switching views is instant and nothing is lost when you toggle back to the list.

Month View

Month view — inspections, a service, and block time across a week

Each inspection shows its address, time, client name, and a colored chip with the assigned inspector's initials. The icons along the right edge of an event give you appointment status at a glance: a green check when the appointment is confirmed, a $ until the invoice is paid, and a send arrow until the report is published. The red badge is the report's outstanding review-item count.

Week View

Week view — events sized by duration on a time grid

Events are sized by their duration — an inspection's length comes from the Duration (hours) field in the report's Inspection Details. A red line marks the current time.

Day View

Day view — one column per inspector, plus an Unassigned column

The day view gives each inspector their own column, so a multi-inspector company can see who is where for the day. Reports with no assigned inspector appear in the Unassigned column.

Scheduling From the Calendar

Click any empty day or time slot to open the scheduling menu:

Click an empty slot to schedule right where you clicked

• Create from template… / Schedule Report — starts a new report with the inspection date and time pre-filled from the slot you clicked. In month view the time defaults to 8:00 am; in week and day views the report starts at the time you clicked.

• Schedule Service — creates a lightweight calendar item for work that doesn't need a report: a verbal consult, a radon drop-off, a re-key, anything. Give it a title, one or more inspectors, a time range and an optional note.

• Block Time — marks an inspector as unavailable. Blocked time renders as a striped hatch on the calendar.

Blocking out time from the calendar

Scheduling a service — no report attached

Blocking time for vacation, appointments, or anything else

A newly scheduled report appears on the calendar once its appointment is confirmed — use the Confirm appointment button at the top of the report. You can confirm with or without sending the client a confirmation email.

Working With Events

• Hover over any event for a quick summary — address, client, time, and status — without opening anything.

• Click an inspection to jump straight into its report.

• Click a service or block time to edit it. The edit dialog also has a Delete button when you need to remove one.

Hovering an event shows the details without leaving the calendar

Inspector Colors

Every event is tinted with its inspector's calendar color, so a full week stays readable for multi-inspector teams. Assign each team member a color in Settings → Team with the Calendar Color picker.

Pick a calendar color for each team member in Settings → Team

Services and block time can be assigned to multiple inspectors — handy for team meetings or trainings that take everyone off the schedule at once.

Events from Google Calendar

If you've connected your Google Calendar, your own appointments appear on this calendar too — greyed out and read-only, sitting alongside your inspections so you can see the whole day in one place.

They can't be clicked into or edited from ScribeWare; Google owns them. And they're only as visible as they need to be: you see your own event titles, while teammates see just Busy.

🗓️Google Calendar