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FEATURE / SCHEDULING

Drag-and-drop scheduling

Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.

HOW THE WORKFLOW RUNS

A practical workflow, not another disconnected tool.

01

See the work

Scan a team calendar and upcoming appointments.

02

Make the assignment

Place a visit with a qualified available technician.

03

Adjust the plan

Reschedule by moving the visit in the calendar when access allows.

BUSINESS VALUE

Keep information close to the work.

Dispatchers and owners work from the same schedule.

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OPERATIONAL GUIDANCE

What to check before this goes live.

A connected workflow is only useful when the people, data and configuration around it are reliable.

01

Data quality

Keep client details, job scope, dates and document figures accurate. Resolve conflicting information before sending customer communications.

02

Correct permissions

Provide staff the least access needed. Confirm client visibility, private documents and work assignments with at least two user roles in staging.

03

Production validation

Test the actual business workflow, cron and communications on your hosting environment. Never assume a styled screen means integration is complete.

TRY THE WORKFLOW

Keep learning connected to doing.

Existing workspace users can move from this guide to the relevant secure screen. Sign-in and business-role permissions apply to all account actions.

COMMON QUESTIONS

Answers before you commit.

What does Drag-and-drop scheduling mean in ZelvotriX?

Put your week in focus. Coordinate visits, assign technicians and adjust upcoming appointments from one shared calendar.

Is this feature available in the web app?

This workflow is included in the current web platform; configuration, provider integrations and deployment validation may be needed for parts of the feature.

Can I drag a visit to another day?

Authorised dispatchers can move visits on the desktop scheduler or use the date picker on smaller screens.

Are automatic travel routes included?

No. Travel-time optimisation and live traffic estimates are not part of the current release.

Can crews see their own appointments?

Assigned visits appear in the technician workspace with their available detail.

MAKE ROOM TO GROW

Bring the whole workday into focus.

Keep your people, customers and work moving on one platform.

Create your workspace ↗