---
title: "Schedule Board"
slug: "schedule-board-screen"
updated: 2024-01-08T23:09:37Z
published: 2023-01-23T20:13:57Z
canonical: "guide.youraspire.com/schedule-board-screen"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule Board

The [*Scheduling*](https://guide.youraspire.com/docs/scheduling) screen allows you to schedule crew visits to the customers based on opportunities that have been won and the associated work tickets that Aspire has generated for each opportunity service. Each visit is scheduled for a route that defines the crew leader and can also define the crew members. Much of the functionality is centered on and branching out from the *Scheduling* screen.

#### Introduction to the Scheduling Screen

This section provides a high-level introduction to some key elements of the *Scheduling* screen that provide a foundation for additional detail. The primary purpose of the *Scheduling* screen is to schedule service visits associated with work tickets defining routes for crews over time. When properly maintained and used, the *Scheduling* screen also provides a birds-eye view of the activity that is taking place in the field and provides access to the [*Time Entry* screen](/time-entry-screen) that shows how crew members have spent time on scheduled work ticket visits. Time can be recorded, edited, and approved from the *Time Entry* screen. This is described in detail in [Time Reporting and Payroll](https://guide.youraspire.com/docs/time-reporting-and-payroll).

A **Weekly** view of the *Scheduling* screen is depicted below:

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/schedule_board_weekly_view.png?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)

The following table provides basic descriptions of elements depicted on the *Schedule Board* screen image above.

| Screen Element | Description |
| --- | --- |
| Manager | Each route is assigned to a manager when the route is defined on the [*Route s*creen](/route-screen). The selection of the manager displays the routes that are assigned to that manager. The manager field defaults to the manager most recently selected by you who is logged in. |
| Routes FilterMarch 2021 Enhancement | As part of the March 2021 release, when a manager is selected, the routes assigned to that manager are displayed and can be filtered. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1616517615771.png?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D) |
| Visit tile | Whenever a visit is scheduled for a work ticket, a [visit tile](/docs/es/schedule-board-screen#visit-tiles ) is added to the schedule board to display information about the visit. If you has *Full Access to Schedule Board* permission, they can right-click on a visit tile to access additional [options](/docs/es/schedule-board-screen#pop-up-menus) for that visit. |
| Hours | The hours drop-down determines how hours are displayed on the visit tiles . It provides two options: “Man” and “Crew.” Choosing “Man” will display man-hours. Choosing “Crew” will display crew-hours. |
| Occurrence | The occurrence drop-down determines the meaning of occurrence numbers displayed on the visit tiles . It provides two options: “Actual” and “Annualized.” For contracts with repeating services, Aspire creates a work ticket for each expected occurrence of the service when the opportunity is won. The work tickets, which may occur over the course of multiple years, are numbered based on the expected order of service delivery. This number is the “Actual” occurrence number. If they choose the “Annualized” option, Aspire will instead display a number representing the number of the visit scheduled in the current calendar year. |
| View Type | Allows you to select how visits are displayed, a week at a time, or a month at a time. |
| Include Drive Time | For systems that have the *Hide Schedule Progress Bar* option disabled on the *Application Configuration* screen, Aspire displays a progress bar on visit tiles for work orders on the *Schedule Board*. The progress bar shows the percent of scheduled hours that have been worked on the job. If the *Include Drive Time* field value is set to “Yes”, then drive time is included when calculating the percent complete. If the value is set to “No”, then drive time is excluded when calculating the percent complete. |
| Date Range Selector | Allows you to specify the period displayed in the schedule board view. - Selecting the left and right arrows advance a week or a month at a time depending on the view. - Selecting the drop-down arrow displays a calendar control allowing you to navigate to a specific date. You can click *Today* to bring you to the current day from the calendar. |
| Weekly Time Review Tab | Displays the [*Weekly Time Review* screen](/weekly-time-review-screen%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) for the current week. |
| Show Route Assignment | Selecting this checkbox displays the names of crew members assigned to the route just below the route name. When crew members are displayed, the crew leader appears first. |
| Routes | When in *Weekly* view it identifies the various routes assigned to the manager selected at the top of the *Schedule Board* screen. The numeric value in parenthesis following the route name is the number of crew members who are expected to be on the route as specified by the [*Route Size* field](/route-screen#RouteSize%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) on the *Route* screen. |
| Route Week Schedule | In *Weekly* view, displays the tiles representing visits scheduled for the week. |
| More drop-down![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/more(2).png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)menu | This menu provides the following for mass-scheduling visits. - **Work Ticket List -** Displays a *Work Ticket [Search List](/reporting#search-lists-1%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20)* from which you can search and select work tickets to [drag onto the schedule board](/dragging-work-tickets-onto-schedule-board%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20). - **Equipment Location Search** - D**isplays the *Equipment Location Search* screen comprised of a map showing an icon for each vehicle assigned to a route. Vehicles associated with routes for the active route manager will be colored based on their route color. Vehicles associated with routes of other route managers will be gray.** - **Route Scheduling** - Provides a method for scheduling visits on routes and specifying the visit order for property locations displayed on a map. Selecting this option displays the [*Route Scheduling* screen](https://guide.youraspire.com/docs/route-scheduling-screen-1). **Note, the following are available only to users with Branch Admin or System Admin permission.** - **Schedule an Event** – Supports scheduling of visits based on an event, for example, a snow-fall event. Choosing this option takes you to the *Schedule an Event* screen. - **As Needed Exceptions** – Supports scheduling visits for As Needed opportunity services that do not have existing work tickets scheduled during a specified time frame. Choosing this option displays the *As Needed Exception Report* on the *As Needed Exceptions Search List* screen. |
| Route Total Hours | Displays the total hours that the crew is scheduled to be on customer sites over the course of the day. Note that the displayed value represents crew-hours, not man-hours. Thus, if a three-man crew is scheduled for 8 hours on-site during the day, the value will be 8 – not 24. |
| Totals | Displays the total hours scheduled for all crews assigned to the specified manager for each day of the week. |

#### Visit tiles

tiles are displayed on the schedule board to represent visits that are scheduled for work tickets. Multiple visits can be scheduled for a single ticket. The images to the right show some examples of visit tiles on schedule boards in Aspire.

| **Description** | **Visit tiles** |
| --- | --- |
| The clipboard on the left side of the tile represents the last work ticket on a contract for the specified service. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/status_bar_clipboard.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |
| The cycle symbol on the left side of the tile indicates that the work ticket is part of a recurring schedule. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/schedule_cycle_symbol.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |
| The checkmark symbol on the left side of the tile indicates that the work ticket’s status is complete. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/checkmark_status_bar.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |
| Clicking on the X in the upper right-hand corner of the tile will Delete the visit. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/status_bar_delete.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |
| The status bar represents a percentage of completed Work Ticket hours compared to the number of Budgeted hours on the Work Ticket. The system will use the calculation of Actual Work Ticket hours / Budgeted Work Ticket hours. If the Actual Work Ticket hours are higher than the Budgeted Work Ticket hours, then the status bar will appear in red. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/status_bar_green.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/status_bar_red.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |
| Alternate colored text indicates that the work ticket was marked as complete in the [Crew Mobile App](/mobile-time-reporting-crew-mobile-app%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20). The work tickets status may not yet be set to complete if the time was not yet accepted on the *Time Entry* screen. When you hovers the cursor over a completed work ticket tile displayed in gray, Aspire changes the font to bold-black making it more visible for reading. When the cursor moves off the visit tile , the text color reverts to gray. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/status_bar_clipboard.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/checkmark_status_bar.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D) |

#### Pop-up Menus

There are three pop-up menus that can be displayed on the *Scheduling* screen:

| **Menu Name** | **When Displayed** | **Visual** |
| --- | --- | --- |
| Week Pop-up Menu | Displayed when you right-clicks (or on a mobile device, touch) on the box containing the route name in the *Weekly* view. | **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/week_view_pulldown.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |
| Day Pop-up Menu | Displayed when you right-clicks (or on a mobile device, touch) in the area below the tiles in the *Day* view. | ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/day_icon_pulldown(1).png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D) |
| Visit tile Pop-up Menu | Displayed when you right-clicks (or on a mobile device, touch) a tile representing a visit in a monthly or weekly view. The display of some options is conditional. | ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/visit_plaque_icon.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D) |

The options available for each of these menus are described below.

##### **Week Pop-up Menu**

Options available when you right-clicks on one of the boxes in the *Weekly* view of the *Schedule Board* containing a route name are described here:

| **Screen Element** | **Description** |
| --- | --- |
| Print Weekly Timesheet | This option generates a PDF file of the timesheet for the selected week and route. you can choose to print the displayed PDF. |
| Print Weekly Work Tickets | This option generates a PDF file of a report summarizing information about each work ticket for the selected week and route. Information includes property, work ticket #, opportunity name, property address, service, crew members, estimated hours, actual hours, materials, and labor. you can choose to print the displayed PDF. |

##### **Day Pop-up Menu**

Options available when you right-clicks on a route/day in the area below all visit tiles in the *Weekly* view of the *Schedule Board* screen are described here:

| **Screen Element** | **Description** |
| --- | --- |
| Open Time Entry | This option displays the [Time Entry screen](/time-entry-screen%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) for the selected day and route. |
| Print Daily Timesheet | This option generates a PDF file of the timesheet for the selected day and route. you can choose to print the displayed PDF. |
| Print Daily Work Tickets | This option generates a PDF file of a report summarizing information about each work ticket for the selected day and route. Information includes property, work ticket #, opportunity name, property address, service, crew members, estimated hours, actual hours, materials, and labor. you can choose to print the displayed PDF. |
| Insert Blank Day(s) | This option shifts the visits forward so that there are no visits scheduled on the days that are being made blank, beginning on the selected day and route. When this option is chosen, Aspire displays a dialog allowing you to specify how many workdays should be shifted forward or backward, how many days forward visits on the cleared days should be moved into the future, and whether shifted visits should be allowed to land on weekend days. Additional information is provided below this table. |
| Show Alerts | On the *Schedule Board*, Aspire displays an *Alert* *Symbol* in the lower left-hand corner of a grid cell for days on which the GPS device recognized and recorded one or more alerts (i.e. harsh braking, high speed, rapid acceleration, speeding, device tampering) associated with the primary vehicle on the route. If you right-clicks on that day, Aspire provides the *Show Alerts* option in the pop-up menu. Selecting this option displays a list of alerts for the vehicle assigned to the route. **![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/week_view_alert.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/show_alerts_schedule.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D)** |

#### **Insert Blank Days – Additional info**

When you shifts a schedule using the *Insert Blank Day(s)* option, a checkbox is available to **Exclude Weekends**. In the example below, checking this checkbox will cause the visits on Friday to shift to Monday instead of Saturday.

| ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/insert_blank_days.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D) | ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/insert_blank_days_noweekend.png ?sv=2026-02-06&spr=https&st=2026-10-27T06%3A23%3A53Z&se=2026-10-27T07%3A23%3A53Z&sr=c&sp=r&sig=8rt2H8as6QHZvbbPx4ZVDTyb54T0LZbo1pgvxXofhfA%3D) |
| --- | --- |

##### **Visit tile Pop-up Menu**

Options available when you right-clicks on a visits tile in the *Weekly* view of the *Schedule Board* screen and have *Full Access to Schedule Board* permission are described here:

| **Screen Element** | **Description** |
| --- | --- |
| Open Time Entry | Displays the [*Time Entry* screen](/time-entry-screen%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) for the selected day and route. |
| Edit Visit | Option not available for tiles representing [quick tickets](/quick-tickets%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20). Displays the [*Visit* screen](/work-ticket-visits-screen#visit-screen%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) to view or edit attributes of the visit. |
| Delete Visit | Option not available for tiles representing [quick tickets](/quick-tickets%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20). Removes the selected visit from the work ticket and from the *Schedule Board*. |
| Open Work Ticket | Option not available for tiles representing [quick tickets](/quick-tickets%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20). Displays the [*Work Ticket* screen](/work-ticket-screen%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) for the work ticket associated with the selected visit. |
| Edit recurring Schedule | This option is only available for work tickets having multiple occurrences as defined in the estimate. Initiates the creation or update of a recurring schedule by displaying the [*Job Service Schedule* screen](https://guide.youraspire.com/docs/job-service-schedule-visits-screen). |
| View recurring Calendar | This option is only available if a recurring schedule has previously been defined for the selected visit tile . Displays the [*Work Ticket Schedule* screen](https://guide.youraspire.com/docs/work-ticket-schedule-screen) providing a high-level (full year) view of the schedule. |
| Skip this week’s visit | This option is only available for work tickets having multiple occurrences as defined in the estimate. If the tile represents a monthly recurring schedule, the option is not displayed. |
| Insert Blank Day(s) | Shifts visit forward so that there are no visits scheduled on the days that are being made blank beginning on the selected day and route. When this option is chosen, Aspire displays a dialog allowing you to specify how many workdays should be shifted forward or backward, how many days forward visits on the cleared days should be moved into the future, and whether shifted visits should be allowed to land on weekend days. |
| Show on Map | When chosen, displays a Google map in a new browser tab showing the location of the property of the visit. |
| Create Receipt | Displays the [*Create Work Ticket Receipt* screen](https://guide.youraspire.com/docs/create-work-ticket-receipt-screen) allowing you to initiate the creation of a purchase receipt for items on the work ticket. This option is only available if you has the *Add Receipt* permission. |
| View Completed Form | If a [*Complete Work Ticket Form*](/custom-mobile-forms#Complete_Ticket_Form%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20%20) has been published for the service represented by the tile and the crew leader has provided form responses, this menu option will be available. Selecting this menu option displays the most recent form responses for the work ticket. |