Calendar and planning

Once the crew grows, keeping the week in your head stops working. The calendar in Tredco shows who works on which project when, who is free, and how much the team has left to give. Open it from the assistant — say “show the calendar” or “what's happening next week?” — or go straight to the calendar in the app.

Dates are ordinary calendar days in the company's week, Monday first. A free day is measured in person-days — one person-day is one person for a full working day (7.5 hours).

Your own week

Open the calendar as a tradesman and you see your own week: your days, your appointments hour by hour, and the colleagues placed on the same jobs as you. Colleagues only show on jobs you share — the rest of what others are doing is none of your concern.

You steer the calendar from the top: Views and calendars (the ☰ button on the left) opens the list of views, the month button in the middle lets you jump to a date, the arrows page one period at a time, and Today takes you back to the current day. On the phone you can also swipe sideways across the whole calendar to page — left for the next period, right for the previous, the way the calendar on your phone already works. It works in every view, Day, 3 days, Week and Month; in the hour views only the days slide past while the hours column and the week number stay put.

Choose a view

Tap ☰ and pick how time is shown: Schedule is a plain list of everything planned in the next four weeks, Day zooms in on one day, 3 days shows three days side by side, Week the whole week, and Month gives you the month grid. In Month the week numbers run down the left, one per row; tap one and that week opens in Week — the same way a tap on a date takes you to that day in Day.

Which view the calendar opens on is up to you. Every view in the menu has a star on its right, and one of them is always filled. If you haven't chosen, the filled star is the view that fits you today — Crew for planners, 3 days on the phone and Week on a wide screen. Want a different one for good, tap the star next to it (Make Month the default view); it becomes yours, saved on you and the same on every device, and the filled star reads Month is the default view. Open the calendar without asking for anything in particular and that is where you land. But ask — or the assistant asks — for a particular view and it still wins; hold a job to move it and the calendar always opens on the hours; and if you only see your own week, it skips a starred Crew. Ask the assistant to plan a job and it opens the calendar in the view that best fits the job.

A colour each

Everyone on the crew has their own colour, and a job shows in the colour of the person it belongs to — whether you see your own week or the whole crew. When several people are on the same job, the block shows the whole crew: their round initials sit after the time, each in their own colour and stacked over one another with the first in front, so you can tell who is on even in the tight phone columns. The colour comes automatically from day one, but you can pick it yourself: open the person's card in settings, find Calendar color and tap a colour dot — or Automatic to let Tredco choose. The colour says who the job is on, not what kind of job it is.

Crew — the planner's overview

If you are the one handing out the work, the calendar opens straight on Crew — and the view sits at the top of the menu under For planners. It gives you the whole team on one screen: one row per person, with the name and initial pinned to the left while the days slide past. Inside each row the day sits as a small timeline, with every job where it falls on the clock. You page up and down through the people and sideways through time.

At the top you choose how far you see: Day gives you one day across the whole clock, so you can place jobs at any hour, and Week shows the whole week within working hours. Need the weekend too in the week view? Turn on Show weekend.

At the bottom sits the capacity: Free against how many person-days per day the team has in total. You see at a glance who has room and which days are full. To place a job straight on the board, press and hold in a row and drag sideways across the hours — or tap for one hour.

Under the grid sits the key to the statuses — here it is the pattern that counts, not the colour: a solid fill is Confirmed, hatched is Reserved – awaiting the customer, and striped is Unavailable – no reason. To control whose calendars show, use Show calendars in the menu — tick people one by one, or pick Show everyone or Only me.

Place a job

To put someone on a job, tap + New at the top (on the phone, the round button at the bottom right). The New entry card opens. At the top you pick Entry or Absence; an entry you build top to bottom:

You can also skip the card: drag across the time you want to plan straight in the grid, or tap for one hour. The assistant plans for you too — ask it to “put Ola on Storgata Thursday and Friday” and it lays out the proposal for you to approve.

Reserved or confirmed

A job on a project or quote with a customer starts as Reserved — you have held the time, but you are still waiting on the customer's yes, and it shows dashed in the calendar. Once you know the customer is in, turn on The customer has confirmed in the card — or confirm the job straight from it (see below) — so the job stands as Confirmed and a fixed appointment.

See, edit or move a job

Tap a block in the calendar and a card opens showing the job. If it hangs on a project, the project sits as a card at the top — the way it does in the editor: the project number, an Open the project link, the name, and where there are any, the quotes and inquiries the project came from, each inquiry with its own status. Below it is what the project knows, pulled straight from the project: the customer, who to call and where the job is. Each value is something you can tap — the customer's name opens their record, the phone icon calls, and the address opens the map (the site address or the customer's, depending on what's filled in); the phone number and the address have a copy button beside them. This is edited on the project, never here. At the bottom of the project card sit Log hours and Invoice — both drop a draft into the assistant's field for you to finish and send yourself; nothing is sent on the tap.

Under the Appointment heading comes the appointment itself: title and time, who is on it, the status and the address for this particular visit. The head at the top stays put while the rest scrolls. If you are a planner and the job is still Reserved, Confirm sits at the top, left of the pencil — one tap confirms the job in one go, the same as the switch inside the card. The line beside it says whether anyone else on the job gets a notification, so you know before you tap. If it goes wrong, “The booking is still reserved – try again” says so, and you can try again. A job that is already confirmed shows its status in the same place instead.

To fix the job, use the pencil (Edit) — that opens Edit entry, already filled in — or you open More actions to Move the job or Remove it (tap again to confirm). If you are not a planner, you just read the card; your own absence you can always clear yourself.

Choose Move and the job lifts out and sits in the toolbar at the top. Tap the new spot in the calendar — or drag the job there — and a short Confirm the move shows From and To and who gets a notice. Nothing is saved until you tap Move.

Report absence

Going away — sick, on holiday, a day off — tap Report absence in the menu (or choose Absence in the card) and pick the days. The calendar then only knows you are unavailable; no reason is stored or shown to anyone. Change your mind? Open the day, tap the absence and choose Remove the absence under More actions. Anyone can report their own absence; planned work is only changed by a planner.

Notice when the plan changes

You don't have to keep watching the calendar yourself. When you are placed on a job, moved, confirmed or taken off it, you get a push notification on your phone — tap it and the calendar opens at the right week and day. The planner who made the change gets no notice of their own work. When someone on the crew reports, changes or cancels an absence, a notice goes to the planners so they can plan around it.

Want to steer this? You'll find the two switches under notifications in the Calendar group: Your plan changes and Someone on the crew reports absence. Both are on from the start.

Who sees and plans

What you can do in the calendar follows your role: a Member sees their own week and can report their own absence, while Team lead, Office and the owner see the whole crew and plan for it. To control who can do what, see the team, roles and access.

The calendar pulls the jobs from your projects — so it all begins with a quote on site. Not up and running yet? Start with getting started.