How to Use the Calendar (An Overview)
The calendar in Roof Chief helps you view and manage your scheduled projects and appointments in one place.
Accessing the Calendar
Click Calendar in the left navigation area to open the calendar view.
Calendar Layout
The calendar displays two types of scheduled items:
- Projects and production - shown at the top
- Appointments - shown below by time
Getting Project Details
Click on any project or appointment to open an information window that shows:
- Foreman assigned
- Type of service
- Contract signing date
- Link to access the job or production area
Color Coding
The right side shows a color code key that helps you identify different types of projects. For example, residential re-roof projects might have a specific color. You can also see how many projects of each type are visible in the current view. Click on any color in the key to highlight those projects with a thin black line, making them easy to spot on the calendar.
Calendar Views
You can switch between different calendar views:
- Week view - default view showing one week
- Month view - full month overview
- Two weeks - extended weekly view
- List view - shows projects organized by day in a simple list format
Navigation
Use the navigation tools to move through different time periods:
- Arrow buttons - move to future or past weeks
- Calendar icon button - jump to any specific date
- Month/year selector - click on the month to see the full year, then select any month or even previous years The calendar navigation makes it easy to review past projects or plan future scheduling.