Drag and Drop Job Scheduling
Reschedule jobs in seconds by dragging them to new times or days. No forms, no popups - just grab and move. Perfect for handling cancellations, emergencies, or optimizing routes. Works on desktop, tablet, and touch screens.
Why Drag & Drop Scheduling Matters
- ✅ Lightning fast: Move jobs in 1 second vs clicking through forms
- ✅ Visual clarity: See exactly where job will fit
- ✅ Prevent conflicts: Red highlights show overlaps
- ✅ Route optimization: Rearrange day for efficiency
- ✅ Handle changes: Customer cancels? Drag to tomorrow
- ✅ Team reassignment: Drag between technicians
How to Drag and Drop Jobs
On Desktop (Mouse)
- Go to Schedule view
- Hover over any job block
- Click and hold the job
- Drag to new time slot or day
- See preview outline while dragging
- Release mouse to drop
- Job instantly moves
On Mobile/Tablet (Touch)
- Open Schedule
- Press and hold job for 0.5 seconds
- Job "lifts" off calendar
- Drag with finger to new slot
- Lift finger to drop
- Tap checkmark to confirm (mobile only)
Tip: On mobile, zoom out first (pinch) to see more of the calendar. Makes it easier to drag jobs between days.
What You Can Drag
✅ Can Drag
- • Scheduled jobs
- • Pending jobs
- • Today's jobs to tomorrow
- • Between technicians
- • To different times
- • Recurring job instances
- • Multiple selected jobs
❌ Cannot Drag
- • Completed jobs
- • Cancelled jobs
- • Jobs being edited
- • Locked time slots
- • Past dates (by default)
- • Other people's jobs (depends on permissions)
Visual Feedback While Dragging
What You'll See
- 🟢 Green outline: Valid drop zone, no conflicts
- 🔴 Red highlight: Time conflict with another job
- 🟡 Yellow warning: Outside normal hours but allowed
- ⚫ Gray shadow: Shows original position
- 📍 Snap guides: Jobs snap to 15-minute intervals
- 👥 Technician name: Shows when hovering over their column
Rescheduling Scenarios
Customer Cancels Morning Job
Drag cancelled job to tomorrow → Other jobs stay in place → Fill gap by dragging afternoon job earlier → Route optimized
Emergency Job Comes In
Create emergency job → Drag existing job later → Drop emergency in freed slot → Customer notified of change automatically
Technician Calls in Sick
View sick technician's day → Select all their jobs → Drag to other technicians → Or drag all to tomorrow
Running Behind Schedule
Drag remaining jobs 30 minutes later → Customers get automatic SMS updates → No manual calling needed
Conflict Prevention
Toolfy prevents scheduling problems:
- Double-booking: Can't drop job on occupied time (turns red)
- Travel time: Warning if jobs too far apart
- Overtime: Alert when dragging past normal hours
- Skills mismatch: Warning if technician not qualified
- Customer preferences: Alert if customer prefers specific tech
Calendar Views for Dragging
Choose Best View for Your Task
- Day View: Best for rearranging single day, moving between techs
- Week View: Perfect for moving jobs between days
- Month View: Quick overview, limited dragging
- Team View: See all technicians side-by-side for reassignment
Mobile/Touch Tips
- Two-finger scroll: Scroll calendar without triggering drag
- Long press: Hold 0.5 seconds to start drag
- Pinch to zoom: See more calendar for longer drags
- Edge scrolling: Drag to edge to auto-scroll calendar
- Haptic feedback: Phone vibrates when job "grabs"
Settings and Permissions
Control drag and drop in Settings → Schedule:
- Enable/disable: Turn drag-drop on/off
- Who can drag: Limit to admins or allow technicians
- Past dates: Allow or prevent dragging to past
- Confirmations: Require confirmation for moves
- Notifications: Auto-notify customers of changes
- Snap interval: 15, 30, or 60 minute slots
Troubleshooting Drag Issues
Can't Drag Jobs
- Check you have permission to reschedule
- Verify job isn't completed/cancelled
- Ensure drag-drop is enabled in settings
- Try different browser if issues persist
- On mobile, ensure you're long-pressing
Jobs Snap to Wrong Times
- Check snap interval setting (15/30/60 min)
- Zoom in for more precise placement
- Use keyboard arrows for fine adjustment
- Disable snap temporarily with Shift key
Accidental Drags on Mobile
- Increase long-press duration in settings
- Use two-finger scroll instead of one
- Enable confirmation mode for mobile
- Lock schedule view if just viewing
Pro Tip: Use keyboard shortcuts for speed: Ctrl+drag to multi-select, Alt+drag to copy, Shift+drag for free placement without snap.
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