Calendar Refresh - How-to-Guide

Objective

The refreshed calendar in the app is faster to read, easier to navigate, and tailored to how Inspectors work. They can see their day by time (Timeline) or as a map and list (Agenda), filter by office and inspector, and choose exactly which details show on each appointment card.

Key Benefits

See your schedule by time (Timeline) or as a map and list (Agenda), and pick which one opens by default
Choose which fields show on your cards, and reorder the Timeline fields
See a full 8-hour Timeline window instead of the previous ~3-hour view
Filter by office and by inspector (All, My, or a custom selection)
See where your day, week, or next week takes you on the Agenda map
Copy an appointment address with a long-press

How It Works

Meet the New Calendar

Tap Calendar in the bottom navigation to open it. Here is what you will see:

Month and filters (top of the screen): the current month, an Office selector (for example, Primary), an Inspector selector (for example, All), and a view button that switches between Timeline and Agenda.
Week strip: the days of the current week. The selected day is highlighted, and a dot under a date means there are appointments that day. Pull down the grey bar under the strip to expand it to the full month.
Timeline view: your day laid out by hour. Each appointment is a card with a colored bar, and overlapping appointments sit side by side. Cards show the details you chose in Calendar Settings, such as address, access code, client, and agent.
Agenda view: a map with numbered, color-coded pins and a Today / This Week / Next Week bar, with your appointments listed as cards below the map.

Step 1: Set Up Your Calendar Settings

Do this once to make the calendar show what matters to you. You can change it anytime.

From the Home tab, open the hamburger menu and tap Calendar Settings.
Under Default View, choose Timeline View or Agenda View. A checkmark shows your choice.
Under Agenda Cards, toggle the fields you want to see: Client Name, Agent Name, Address, Access Code, Order ID, Signed/Unsigned, and Paid/Unpaid.
Scroll to Timeline Cards and toggle the fields you want to see: Address, Access Code, Client Name, and Agent Name.
Drag the handle next to each Timeline field to put them in your preferred order.
Turn on the Unscheduled Inspections toggle if you want unscheduled inspections and their appointments to show on the calendar.
Tap Save Settings to keep your changes, or Cancel to discard them.
Your settings are saved per user and carry over between sessions.

Step 2: Choose Whose Calendar You See

Use the two selectors at the top of the calendar to focus on the schedule you need.

Tap the Office selector (for example, Primary) and choose an office, such as Primary Office, Secondary Office, or Remote Office. A checkmark shows your selection.
Tap the Inspector selector (for example, All). The Inspectors list opens.
Choose one option:
- All: shows appointments for every inspector.
- My: shows only your appointments.
- A saved selection: shows appointments for that selection.
- Create & Customize (+): build and save a custom selection of inspectors.
A checkmark shows your active filter, and the selector label updates to match.
The filter applies across Timeline and Agenda views.
Timeline View now shows an 8-hour window.

Office list

Inspector’s list

Step 3: Browse Your Schedule by Date

Tap a date in the week strip to see that day's appointments. Dates with a dot have appointments.
Pull down the grey bar under the week strip to expand to the full month.
In the month view, swipe right to go to the next month and swipe left to go to the previous month.
Tap a date to select it.

Step 4: Switch Between Timeline and Agenda

Tap the view button in the top right of the calendar to switch between Timeline and Agenda.
In Timeline, scroll up and down to move through the day. Appointments that overlap appear side by side.
In Agenda, scroll the card list below the map to see each appointment in order.

Step 5: Use the Agenda Map

In Agenda view, tap Today, This Week, or Next Week. The map zooms to show all pins for that range.
Each pin is numbered and color-coded to match its appointment card in the list below the map. Tap an appointment number or inspector name to center that pin on the map.
Under This Week or Next Week, tap a pin. The selected date updates and the card list scrolls to that appointment's card.
On a card, tap the directions button to get directions to the appointment.
Tap an appointment card to open Order Details, where you can review the order and tap Write Report.

Agenda view with Today selected

Agenda view with This Week selected

If you have any questions or need further assistance with this process, our support team is here to help. You can reach us through live chat, by email at help@inspectionsupport.com, or by phone at (800) 700-8112.