If your organization does not have Calendar seats, configure Status and Resource filters through Company Preferences.

1. Select the Gear icon
2. Click Company Preferences
3. Select the Calendar / Events / Schedules section
4. Use the Status Filter and Resource Filter lists to enter your filters
5. Ensure that Resources, if users in the system (TRUE or TRUE Field) are entered as exact text matches in this field
6. Use the Enter (Windows) or Return (Mac) key for each new status or resource, ensure there are no extra characters or spaces

If your organization has Calendar seats enabled, configure Status and Resource filters directly within the Calendar interface.

1. Select the Lightning Bolt icon
2. Click Calendar
3. Select the > side panel arrow
4. Click the Magnifying Glass icon
5. Locate the Status and Resource filter sections
6. Select the + New Status or + New Resource buttons to create new ones
7. Once added to the Calendar, the filters will automatically be updated in TRUE

Select from multiple view types using the view selector in the top right corner of the Calendar. Each view is optimized for different scheduling scenarios.

These features enhance the Horizon view with powerful grouping and measurement capabilities for capacity planning, workload analysis, and revenue forecasting. Analytics function in all calendar views except Month view.

Different Calendar types can be enabled or disabled. By default, user accounts should be set to Schedules as the default Calendar type. Select the Calendar text in the side panel to view what Calendar types are currently active - they will appear in the color blue.

Filters allow users to sort and view Calendar records in unique ways. Select a filter to view Calendar records that are assigned it.

Save frequently used calendar configurations and sync with external calendar applications.

Manually select which schedules should go into the Queue for scheduling later.

From Schedule Module:

1. Create a new Schedule (from a Quote, Job, Bid, Contract, Work Ticket or PO)
2. Locate the Queued checkbox
3. Select to move the Schedule to the Queue

From Calendar:

1. Locate schedule on Calendar
2. Open the Queued panel on the right hand side
3. Using your mouse, click and drag the schedule into the queued panel

Configure the system to automatically place all new schedules into the Queue for centralized scheduling.

1. Navigate to Settings (Gear icon) → Company Preferences → Calendar / Events / Schedules section
2. Enable the Queued checkbox
3. Moving forward, new schedules that are created will automatically be placed in the Queue

Configure resource groups to enable batch assignment of multiple crew members to schedules.

1. Select the triple dot icon at the top of the screen
2. On the right hand side select Groups
3. Click the + icon to add a new group or select an existing one
4. Give the group a name in the Group Name field
5. Click the Add/Remove Resource text to select the resources that should be associated with this group

Calendar settings are split between company-wide configuration and individual user preferences.

The Calendar module powered by DayBack Calendar requires a monthly subscription and must be enabled by TRUE support for your organization.

1. Contact TRUE support to request Calendar module activation
2. Provide number of users who need calendar access
3. Review monthly subscription cost ($9 per user)
4. TRUE support enables the module and configures initial settings
5. Calendar module appears in navigation menu after activation
6. Configure company preferences and user permissions as needed

Access the Calendar module from the main navigation using the Lightning Bolt icon. This option is only available if the Calendar module has been enabled for your organization.

1. Click the Lightning Bolt icon in the main navigation menu
2. Select Calendar from the dropdown options

Both modules manage schedules, but Calendar offers advanced visualization and resource management capabilities through the DayBack Calendar integration.

After TRUE support enables the Calendar module, configure Status and Resource filters to match your organization's scheduling workflow.

1. Navigate to Settings (Gear icon) → Company Preferences → Calendar / Events / Schedules section
2. Add Status filters (stages like Scheduled, In Progress, Complete, etc.)
3. Add Resource filters (crew members, equipment, or other scheduled resources)
4. Ensure Resource names exactly match User Account names (case-sensitive) for TRUE Field integration
5. Use Enter (Windows) or Return (Mac) key for each new entry
6. Verify no extra characters or spaces in filter names

The best calendar view depends on your current task. Each view type is optimized for specific scheduling scenarios.

Drag and drop allows you to reschedule events by dragging them to new dates, times, or resources directly on the calendar.

• Change Date/Time: Drag schedule to different date or time slot
• Reassign Resource: In Resource view, drag schedule to different resource row
• Adjust Duration: Drag schedule edges to extend or shorten time
• Copy Schedule: Hold Ctrl (Windows) or Cmd (Mac) while dragging to copy instead of move
• Drag from Queue to Calendar to assign dates to unscheduled work

The Breakout feature in Horizon view creates separate rows for each resource or status, making it easier to see schedule distribution across your team.

1. Switch to Horizon view
2. Click the view options menu
3. Select Breakout by
4. Choose to break out by Resource or Status
5. Calendar creates a separate row for each selected filter

Horizon view analytics help you visualize workloads and identify scheduling conflicts before they become problems.

1. Switch to Horizon view from the view selector
2. Click the view options menu and select Breakout by → choose Resource or Status
3. Enable Analytics from the Horizon menu
4. Select your measurement type: Event Count for number of jobs, or Event Duration for total hours
5. Optionally set a Threshold line to mark your capacity limit
6. Calendar displays totals per resource/status with visual indicators when over threshold

Calendar analytics can function as a resource allocation planner, helping you visualize workload distribution, identify capacity constraints, and answer questions like "Do we have capacity to take on this new job?" or "When do I need to start this project?"

Pro Tip: Save your resource allocation view configuration as a bookmark for quick access during planning meetings. Share the bookmark company-wide so all schedulers use the same capacity visualization.

Use the Chart by day, week... dropdown in the Chart Data tab to control your analytics time interval. This setting determines how your data is aggregated and displayed.

To access chart interval settings:

1. Click the Analytics button (circular icon at bottom of calendar)
2. The analytics panel opens with three tabs: Chart Data, Format, and Threshold
3. In the Chart Data tab, choose your measurement type
4. Use the Chart by day, week... dropdown to select Day, Week, or Month
5. Toggle Combine Resources on/off to aggregate or separate resource data

Real-time updates: The chart updates instantly as you reschedule items via drag-and-drop, enabling you to see if your plans align with your goals as you make changes.

The Chart Data tab offers three measurement options. Each serves different capacity planning and analysis needs.

Thresholds create visual capacity indicators showing when schedules exceed limits. Configure thresholds in the Threshold tab of analytics settings.

1. Click the Analytics button to open the settings panel
2. Select the Threshold tab
3. Enable Show a threshold value on the chart toggle
4. Enter your capacity limit in the Value field (e.g., 30 for hours, 5 for job count)
5. Set Line Color (e.g., "orange" for capacity warnings, "green" for revenue targets)
6. Set Fill Color (e.g., "yellow") to highlight areas exceeding threshold
7. Adjust Fill Opacity (e.g., 0.25) to control highlight visibility
8. A dashed line appears on the chart at your threshold level; areas exceeding the threshold are visually highlighted

Yes, Horizon view supports the Breakout By Field feature, which lets you organize schedules by any available field—not just Resource or Status.

1. Switch to Horizon view
2. Click Horizon dropdown in the view selector
3. Select Breakout By Field
4. Choose from the available fields in the popup menu
5. Calendar creates separate rows for each unique value in that field, with subtotals per row

Available Breakout Fields:

• Active Status
• Alert
• Amount
• Confirmed
• Contact
• Description
• Group
• Hours / People
• Icon
• Location
• Lock
• Pieces

Each breakout displays individual line representations and subtotals, giving a bird's-eye view of workload distribution. When combined with analytics, you can see totals per breakout category.

Use the Format tab in analytics settings to customize how numbers appear on your chart. This makes charts more readable for currency, hours, or other metrics.

1. Click the Analytics button to open settings
2. Select the Format tab
3. Configure the formatting options as needed
4. Chart labels update to reflect your formatting choices

Chart estimated job values to project revenue across upcoming periods.

1. Ensure your schedules have a numeric field for estimated revenue or job value
2. Switch to Horizon view with a multi-week or monthly date range
3. Enable Analytics and select Field Values
4. Choose your revenue field (e.g., "Est Revenue", "Job Value")
5. Add a $ prefix in number formatting for cleaner display
6. Optionally set a green threshold line for revenue targets

Calendar analytics support multiple operational scenarios across different business types. Combine measurement types with breakout options to build custom dashboards for your workflow.

Combining breakout options with analytics measurement types creates powerful operational dashboards. Each combination provides different insights.

This is one of the most common questions from users familiar with traditional calendars. TRUE's Calendar takes a different approach that actually provides more functionality than simple color-coding. Here's why—and how to get the visibility you're looking for.

TRUE Field uses exact Resource name matching to determine which schedules to display on each field user's mobile device. Case-sensitive matching ensures secure access control.

Status filters (also called stages) help track the progress of scheduled work and can be assigned colors for visual differentiation on the calendar.

The Calendar is a resource-based system, not a status-based one. While Status filters provide color-coding for workflow stages, the real power of the Calendar comes from properly using Resources to represent people, equipment, or anything that needs a schedule.

Use the side panel to select multiple filters simultaneously, allowing you to view schedules across multiple crews or project stages.

1. Open Calendar side panel by clicking > arrow
2. Locate Resource or Status filter sections
3. Check boxes next to each filter you want to view
4. Calendar updates to show only schedules matching selected filters
5. Active filters appear highlighted or checked in the side panel

Availability is a new feature that allows users to define their weekly work schedule directly in User Preferences. When configured, availability blocks appear on the Calendar in any Resource-based view, showing when each resource is available for scheduling.

Schedules created in Calendar automatically sync with TRUE Field, providing field crews mobile access to their assigned work.

1. Create or assign schedule in Calendar with specific resource
2. Ensure Resource name exactly matches User Account name (case-sensitive)
3. Field user logs into TRUE Field mobile app
4. Scheduled jobs appear on field user's mobile device
5. Field user can view job details, complete tasks, upload photos, and record time
6. Status updates from TRUE Field sync back to Calendar in real-time

TRUE Time integrates with Calendar to enable time tracking against scheduled work. Field crews clock in and out on scheduled jobs through TRUE Field.

• Mobile Clock In: Field crews clock in on scheduled jobs via TRUE Field app
• Automatic Linking: Time entries automatically associate with the scheduled Job record
• Duration Tracking: System calculates total hours worked on each schedule
• Payroll Integration: Time entries feed into payroll processing and job costing
• Scheduled time vs actual time can be compared for efficiency analysis

Schedule alerts can be configured to notify assigned resources and stakeholders about upcoming work. Alerts are controlled through Access IDs in the user's permissions.

Available Schedule Alert Types:

Enabling Schedule Alerts for a User:

1. Navigate to Gear → Users / Access
2. Select the user's account
3. Go to the Alerts tab in their Access ID settings
4. Enable schedule-related alert permissions
5. User will now receive alerts for schedule activities based on their enabled permissions

Bid due dates do not automatically create calendar events. However, you can receive alerts for bid due dates through the Access ID alert system.

Bid Due Date Alerts (Access ID #1026):

• Alert when Bids are Due: Receive an alert notification when any Bid is due
• Users directly assigned to a Bid automatically receive this notification
• Managers can enable this Access ID to receive alerts for all bids, not just assigned ones

Additional Bid Alerts Available:

To Create Manual Calendar Events for Bids:

1. Open the Calendar module
2. Create a new event on the bid due date
3. Reference the bid in the event description
4. Assign to estimators or sales team as needed

Groups allow you to assign multiple crew members to a schedule simultaneously, saving time when scheduling standard crew configurations.

1. Click triple dot icon at top of Calendar screen
2. Select Groups on right hand side
3. Click + icon to add new group
4. Enter name in Group Name field (e.g., "Install Crew A", "Service Team 1")
5. Click Add/Remove Resource text
6. Select all resources that should be part of this group

When a Group is assigned to a schedule, all group members receive TRUE Field access to that schedule if their Resource names match their User Accounts.

1. Create group with resources matching User Account names
2. Assign group to schedule in Calendar
3. All group members are automatically assigned as resources
4. Each group member with matching User Account sees schedule in TRUE Field
5. All crew members can clock in/out and access job details on mobile devices

The Queue is a holding area for schedules that need to be visible for scheduling purposes but don't have specific dates or times assigned yet.

• Visibility: See all pending work waiting to be scheduled
• Flexibility: Hold work until resource availability is confirmed
• Workflow Control: Sales creates schedules, dispatcher assigns from Queue
• Prioritization: Sort and organize unscheduled work before assigning dates
• Schedules in Queue don't appear in TRUE Field until assigned dates

Schedules can be moved to the Queue manually or automatically depending on your workflow configuration.

Yes, you can configure the system to automatically place all new schedules in the Queue for centralized scheduling workflows.

1. Navigate to Settings (Gear icon) → Company Preferences → Calendar / Events / Schedules section
2. Enable the Queued checkbox
3. All new schedules created will automatically be placed in Queue

Bookmarks save specific calendar configurations (view type, filters, date ranges) for quick access to frequently used views.

1. Configure calendar exactly as desired (view type, filters, resources, date range)
2. Look for bookmark or Save View option in side panel
3. Enter descriptive name for the bookmark
4. Choose personal (only you see it) or shared (team can see it)
5. Access bookmark from side panel for instant view configuration

Calendar supports syncing with external calendar applications for mobile access and personal calendar integration.

• Mobile Access: View schedules on phone/tablet through synced calendar app
• Personal Integration: Overlay work schedules with personal appointments
• Notifications: Receive calendar notifications through preferred app
• Offline Access: Synced calendars remain accessible when offline
• Two-way sync (when configured) reflects changes in both systems

The most common cause is Resource name mismatch with User Account names. Resource names must exactly match (case-sensitive).

1. Navigate to Company Preferences and verify User Account name for field user
2. Check exact spelling, capitalization, and spacing (e.g., "John Smith" not "john smith")
3. Navigate to resource management and verify Resource name
4. If mismatch found, correct Resource name to match User Account name exactly
5. Verify schedule is assigned to correct Resource in Calendar
6. Have field user log out and log back in to TRUE Field app
7. Schedules should now appear on field user's mobile device

Other Possible Causes:

• No Resource Assigned: Schedule must have Resource assignment for TRUE Field visibility
• Schedule in Queue: Schedules without dates don't appear in TRUE Field
• User Account Issues: Field user may not have TRUE Field access enabled
• Mobile app may need update or cache clearing

Some Calendar features like Queue and Groups may require TRUE support to enable for your organization.

1. Click the ? icon in TRUE navigation
2. Select Request Support
3. Describe which Calendar feature you need access to (Queue, Groups, External Sync, etc.)
4. Provide details on how you plan to use the feature
5. TRUE support will enable the feature and provide configuration guidance