Schedule
Use Table view on Schedule
Scan, sort, and review many scheduled events in a list when the calendar feels too crowded.
What you will accomplish
You will open Table view on Schedule and use it like a sortable list of every visit on your calendar. This helps when you need to scan a busy week, sort by status, or open several events in a row without hunting for colored blocks on the time grid.
When you finish this guide, you will know how to:
- Switch from Calendar to Table view in Filters & Settings.
- Sort events by date, status, customer, or vehicle.
- Open full event details from the Details button on any row.
- Show or hide columns your team actually needs.
- Move through long lists using page controls at the bottom.
When Table view helps most
- Monday morning when many events arrived over the weekend and you need a quick scan.
- You want to sort by Status to see everything still Incomplete or waiting on Pending Approval.
- The calendar groups overlapping visits into one block and you need each event on its own row.
- Front desk is clearing overnight Needs Approval requests and wants a sortable list instead of clicking calendar blocks.
Before you start
- Open Schedule from the dashboard sidebar.
- Make sure events already exist on the calendar. If the list is empty, create one with Create an appointment.
- Know what you are looking for: a date range, a customer name, or a status such as Pending Approval.
Open Table view
- Click Filters & Settings
On Schedule, click Filters & Settings near the top-right.
Expected result: A panel opens on the right with VIEW MODE at the top.
- Choose Table
Under VIEW MODE, click Table.
Expected result: The page title area shows TABLE next to Schedule. The time grid disappears and rows of events appear instead.
- Confirm events are listed
Each row shows one scheduled visit. You should see columns such as Date & Time, Event Type, Status, Vehicle, Customer, and Description.
Why this matters: One row equals one event. Nothing is hidden inside a grouped calendar block.
Read the columns
Date & Time — when the visit starts (and often how long it runs).
Event Type — the kind of work, such as Dealer Service or Internal Service. Each type has a color badge.
Status — where the visit stands. Common values include Incomplete, Complete, Pending Approval, and Cancelled.
Vehicle — year, make, and model when the event is tied to a car.
Customer — who the visit is for.
Description — notes your team added when the event was created.
Actions — the Details button to open the full event panel.
Sort the list
- Click a column header
Click Date & Time, Status, Customer, or any other column header.
Expected result: Rows reorder. Click the same header again to flip between oldest-first and newest-first (or A–Z and Z–A).
- Sort by Status on busy mornings
Click Status to group similar rows together.
Why this matters: You can scan every Pending Approval or Incomplete visit without opening each calendar block one by one.
Open event details from a row
- Find the row you need
Scroll the list or use the Search box at the top to narrow rows by customer, vehicle, or notes.
Expected result: Only matching rows stay visible.
- Click Details
On the right side of the row, click Details.
Expected result: The event panel opens on the right (or as a full sheet on a phone). You see the same information as when you click an event on the calendar—time, customer, vehicle, notes, Edit Event, and Open Event when the visit uses a workflow.
Show or hide columns
Some teams want extra columns visible (such as billing). Others hide columns on a small laptop screen.
- Open Filters & Settings while in Table view
Click Filters & Settings again. Look for a COLUMNS section in the panel.
- Choose which columns appear
Turn columns on or off to match how your team works.
Expected result: The table refreshes with only the columns you selected.
Move through long lists
When your facility has many events, the table may span more than one page.
- Check the bottom of the table
Look for text such as Showing 1 to 25 of 48 events and arrow buttons to move between pages.
- Change rows per page if available
Some screens let you pick how many rows show at once (for example 25, 50, or 100).
Why this matters: A higher number means fewer page clicks when you are auditing a full week.
Pair Table view with quick filters
Table view works with the same top-bar filters as every other Schedule view.
- Search — type a customer name, vehicle, plate, or note to hide rows that do not match.
- Needs Approval — show only online booking requests waiting for your team. See Approve or decline a customer booking request.
- Assigned to me — show only events assigned to your user account.
Common mistakes to avoid
Troubleshooting
What to do next
- Clear online requests with Approve or decline a customer booking request.
- Run floor work with Run event workflow from Schedule.
- Compare all four views in Find and filter scheduled work.
- Return to Schedule overview.