The Installations Calendar

Find it in Insights → Installations. At the top of the page, use the Table / Calendar toggle to switch from the planning table to the calendar. The calendar lets you see and schedule every stone installation on a real calendar instead of (or alongside) the table.

Opening the calendar

From Insights → Installations, the page opens on the Table view by default. Flip the Table / Calendar toggle in the header to Calendar to load the calendar. A link with ?view=calendar on the end of the page address takes you straight to the calendar. That's the link you'll get from an install notification.

You can also reach it from the dashboard, where the Installations Calendar widget shows the same calendar; see the dashboard section below.

Moving around the calendar

The toolbar lets you change how much time you see and jump between dates.

• Period: choose Month, 2 Weeks, Week, 3 Days, or Day.

• Navigation: use the back and forward arrows to step a period at a time, or click Today to return to the current date.

• Week start: weeks start on Monday.

• Weekends: weekends are hidden by default. Open the settings gear in the calendar header and turn on Show weekends to include Saturday and Sunday.

If the month you're looking at has no installs, the calendar jumps to the nearest month that does, so you're never staring at an empty grid.

Promise dates vs. install dates

The calendar shows two kinds of dates as colored pills, and they're independent, and the same order can show both at once.

• Promise date (red): the fixed deadline you promised the customer. It always shows red.

• Install date (blue): the day the crew is actually scheduled to set the stone. It's usually earlier than the promise date, and it's the one that carries an install time.

Each pill shows the decedent's name, an optional time, an optional cemetery line, and a small assignee badge with the team member's initials. Hover a pill for a quick order overview; click it to open the event's detail dialog. You may also see Started and Completed markers, which come from the order's own lifecycle.

Scheduling an install

There are three ways to schedule an install, and they all save to the same place.

• From the table: click Schedule Install on an order's row. The order is already chosen, so you just pick the day, time, assignee, and notes.

• Click a day: click an empty day on the calendar, search for an order, then set the time, assignee, and notes.

• Drag an undated order: drag an order's chip from the unscheduled strip along the bottom onto a day. That opens the day's dialog with the order already selected, so you can finish setting the details. Dragging it over does not schedule it on its own.

When you schedule, you can set:

• Time: entered as HH:mm (24-hour). The order-first dialog defaults to 09:00.

• Assignee: the chip reads Unassigned until you open the picker and choose a team member. Once assigned, their initials show on the pill. You can change the assignee later from an event's detail dialog.

• Notes for the field crew: install notes that travel with the order.

A missing cemetery or plot no longer blocks scheduling. If the order doesn't have a cemetery and plot set, the schedule dialog shows a warning (No cemetery assigned or Missing plot info) with two choices: Edit order to add the missing details first, or Schedule anyway to book the install now and fill in the rest later. Adding the details keeps your records complete, but you are no longer stopped if you don't have them yet.

Rescheduling and removing an install

To move an install, drag its pill to a new day. The change appears right away and saves in the background; if the save fails, it reverts and you'll see a message. Dragging a pill keeps its existing time. Open the detail dialog if you want to change the time too.

Deleting an event clears the underlying date. Deleting a promise date clears the promise date; deleting an install date clears the scheduled day. The order itself stays put.

Multi-day install windows

If an order has a range of preferred dates rather than a single day, it's treated as an install window, not a scheduled day. Instead of landing on the grid, it waits as a draggable chip in the unscheduled strip. Drag it onto a single day to lock in the actual install date.

Weather delay flags

Near-term install days can carry a weather-delay flag: an amber rain-cloud icon on the pill, plus a "Rain likely - consider rescheduling" note in the hover preview.

• The forecast comes from your company location's 7-day forecast. Installs more than 7 days out have no forecast and never flag.

• A day only flags for weather that blocks installs during working daylight hours (from 8am to sunset): thunderstorms, snow, freezing rain or drizzle, heavy rain, wind of 20 mph or more, gusts of 35 mph or more, half an inch of rain or more, or a high of 32°F or below.

• Overcast skies, fog, drizzle, and light rain do not raise a flag, and overnight or pre-8am weather is ignored.

On a multi-location account, the forecast uses your business address, so everyone sees the one location's weather.

Pinning locations on a map

You can drop a pin on a map to mark exactly where a cemetery or installation is, so the field crew knows precisely where to go instead of relying on an address alone. Set the spot while adding or editing the cemetery or the install details, and the pinned location travels with the order.

The calendar on your dashboard

The dashboard also has an Installations Calendar widget that shows the same calendar, so you can keep an eye on upcoming installs right from your dashboard. The full calendar always lives on the Insights page.

Related articles:

• How to Use the Installations Page

• What's in the Insights Pages

• Understanding the Dashboard

• How to Add and Configure a Cemetery