Drag and Drop Job Scheduling

Schedule & Calendar4 min readUpdated January 2025

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)

  1. Go to Schedule view
  2. Hover over any job block
  3. Click and hold the job
  4. Drag to new time slot or day
  5. See preview outline while dragging
  6. Release mouse to drop
  7. Job instantly moves

On Mobile/Tablet (Touch)

  1. Open Schedule
  2. Press and hold job for 0.5 seconds
  3. Job "lifts" off calendar
  4. Drag with finger to new slot
  5. Lift finger to drop
  6. 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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