Schedule Settings

In this article:

Change Schedule Naming Convention

Work Calendars

         Create a 'Recurring' Calendar

         Create a 'Non-Recurring' Work Calendar

Setup Schedule Crews

Setup Schedule Holidays

Change Schedule Naming Convention

In LMN Settings, you have the ability to change your Schedule Naming Convention. Your schedule name will display on both the Calendar and the Whiteboard in the white text for that visit.

To update this naming convention, follow these steps:

1. Click on Settings > Scheduling > Schedule Settings

2. Adjust your name accordingly

   Custom Text 1 - 2	Will allow you to add in specific text (ie. Calendar Year)
   Separator	How will you separate your selection (ie. colon :, pipe |, etc.)
   Name Component 1 - 3	Select what you'd like to display, here.

🎥 Schedule Settings Video

Work Calendars

Work calendars allow you to setup Default Colors, Drive-Time settings, Schedule Templates and much more so that you can schedule new jobs in just a few clicks.

There are two types of Work Calendars:

Create a 'Recurring' Calendar

1. Navigate to Settings > Scheduling > Work Calendars 
2. Click + New on the top-right corner
   
3. On the Add Work Calendar screen, give it a Calendar Name and ensure you have selected Recurring Calendar Type
4. On the Calendar Info section, you will see the following options for set-up, as well a brief description of what each setting means by clicking on the ? icon. Enter your settings here for your Work Calendar. 
5. Click Save on the bottom-right corner once you have entered all of your values.
   

Create a 'Non-Recurring' Work Calendar

Non-Recurring Calendars are used for Install/Construction type work, involving one visit (which may span across days or weeks) where a Job is started and completed within a specific time-frame (eg. patio install, driveway, etc.)

To add a Non-Recurring Work Calendar:

1. Navigate to Settings > Scheduling > Work Calendars 
2. Select + New to create a new Work Calendar
3. On the Add Work Calendar screen, give it a Calendar Name and ensure you have selected Non-Recurring Calendar Type
4. Under the Calendar Info section, you will see the following options for set-up, as well a brief description of what each setting means. Enter your settings here for your Work Calendar.  
5. Click Save once you have entered all of your values.
   💡Do not use the color white or you will not be able to see scheduled items on your calendar!

🎥 Work Calendars Video

Setup Schedule Crews

Schedule Crews are used to designate which employees to be assigned for work on the Calendar. It schedules work for Crews, rather than specific employees, so that if there are no-shows or last minute changes to the workload, your schedule isn’t tied to any one specific foreman.

Create & Setup your Crews for Scheduling

1. Navigate to Settings > Scheduling > Schedule Crews
2. Click on + Add New located on the top-right corner
   
3. Give the Crew a Name, indicate the amount of staff in the crew, assign a Default Foreman and a color for the crew.
   ⚠️ The Crew Size can be changed when actually scheduling a Job. This is just a default that appears.
4. Click Save
5. Repeat the same process for every Crew you wish to setup.
   💡Do not use the color White or you will not be able to see scheduled items on your calendar!

🎥 Schedule Crews Video

Setup Schedule Holidays

A warning will flag whether scheduled work falls on a holiday. You’ll be allowed to schedule work on any day, but you will see a visual warning reminding you to revisit your schedule.

1. Navigate to Settings > Scheduling > Holidays
2. Click on + Add New located on the top-right corner
   
3. Select the Year from the dropdown
4. Click the + Add New button
5. Click the calendar icon under Holiday Date and select the day from the calendar
6. Enter the name of the holiday under Holiday Name
7. Repeat by clicking the + Add New button and repeat for every holiday in that respective calendar year.
8. When finished, click Save
   

🎥 Setup Schedule Holidays Video

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

Signup for our Live Webinars or learn more about attending our in-person Bootcamps HERE