Team time off and working hours

Ask for time off (techs)

1. 1Step 1: On My day, tap Time off (or open More, then Time off).
2. 2Step 2: Tap Request time off and pick the type: Vacation, Sick, Personal or Other.
3. 3Step 3: Choose the first and last day. Pick All day, or Part of the day with a start and end time.
4. 4Step 4: Add a note if you like. Only owners and managers see it. Tap Send request.

• Tip: You get a notification when it is approved or declined, with any message from your manager.
• Tip: You can withdraw a request, or cancel approved time off that has not ended yet.
• Tip: Owners and managers asking for themselves are approved straight away.

Approve or decline (owners and managers)

1. 1Step 1: Open Team, then Time off, then Requests. Waiting requests also show on the schedule and come as a notification.
2. 2Step 2: Each request shows the days, how many visits are booked with that person then, and who else is off.
3. 3Step 3: Tap Approve, Approve with a message, or Decline and say why.

• Tip: To add time off for someone yourself, tap Add time off on Team calendar. It is approved straight away and they are told.
• Tip: Notes stay private: teammates who see that someone is off never see why.

Visits that need a new tech

When time off is approved, any visits still booked with that person then are listed as visits that need a new tech, on Requests and on the schedule.

Each visit comes with a teammate who is working then, is not off and has nothing else booked. Tap Give to them, or Reassign all to hand every visit over at once. Route stops and multi-day job days also offer Move.

What time off changes

Approved time off shows as a muted block on Day, Week and Team views, on Dispatch, on the phone agenda and on My day.

Scheduling, moving or reassigning a visit onto someone's time off, or outside their working hours, shows a warning first. You can go ahead with a reason, which is kept in the history.

Online booking and customer rescheduling never offer a time with someone who is off.

Move day, route updates and multi-day job schedules flag days that land on someone's time off, with a one tap Swap in or Move.

Working hours

1. 1Step 1: Open Team, then Time off, then Working hours, and tap a person.
2. 2Step 2: Turn each day on or off and set its hours. Copy Monday to Tue to Fri saves typing.
3. 3Step 3: Choose Business hours to have them follow the business's open hours again. Tap Save hours.

• Tip: Techs see their own hours on My time off.
• Tip: Closed days for the whole business (holidays) are set in Schedule tools, Hours and availability, and show on Team calendar.
• Tip: Approved vacation is not added to pay automatically. Add it as a bonus line on the pay period if you pay for it.