Scheduling Overview

Appello's scheduling system is purpose-built for ICI trade contractors who dispatch crews to job sites across wide geographic areas. It provides three complementary views — Job Schedule, Calendar, and User Workforce — so dispatchers can answer any scheduling question from any angle. Workers see their assignments on the mobile app with job details, directions, and schedule change notifications.

Three Views, One System

View	Focus	Primary Question	URL
Job Schedule	Projects & Jobs	"Who's on each job this week?"	/scheduling/jobs
Calendar Schedule	Dates	"What's happening on Tuesday?"	/scheduling/calendar
User Schedule	Workers	"Where is Dave Mitchell assigned?"	/scheduling/user-workforce

All three views read from the same scheduling data. Creating an assignment in any view makes it visible in all views.

Scheduling Workflow

Daily Dispatch (Most Common)

1. Operations manager opens the Job Schedule to review the week's project staffing.
2. Identifies jobs that need additional workers.
3. Switches to the User Schedule to find available workers.
4. Assigns workers (individually or by crew group) to the job.
5. Workers receive a push notification on the mobile app with their assignment.
6. Workers open the mobile app to see job details, address, and directions.

Crew-Based Scheduling

For contractors who dispatch entire crews:

1. Create User Groups representing permanent or semi-permanent crews.
2. In the Job Schedule, click Add New and select the crew group.
3. All crew members are assigned to the job in one action.
4. Each worker receives a notification.

Multi-Day Scheduling

For projects lasting weeks or months:

1. Create an assignment with a date range (e.g., April 7–May 2).
2. The worker shows as scheduled for every workday in that range.
3. To remove a day (e.g., the worker is sick on Wednesday), edit the assignment.

Schedule Change Notifications

When a schedule changes, affected workers are automatically notified:

Change	Notification
New assignment	"You've been scheduled to [Job Name] on [Date]"
Assignment removed	"Your assignment to [Job Name] on [Date] has been removed"
Job change	"Your assignment has been updated — [details]"
Schedule conflict	Dispatchers are warned before the conflict is created

Notifications are sent via push notification to the mobile app and optionally via SMS (if Twilio is configured).

Mobile Schedule View

Workers see their schedule on the mobile app:

• Daily view — Today's job(s) with address, project name, and start time
• Week view — The coming week's assignments
• Get directions — Tap the job address to open navigation (Google Maps / Apple Maps)
• Job details — Tap a job card to see notes, contacts, and files

Scheduling + Workforce Management Integration

The scheduling system integrates deeply with Appello's workforce data:

Feature	Scheduling Benefit
Departments	Filter schedule views by department
Trade Levels	Ensure each crew has the right skill mix
Union Halls	See travel zone implications when assigning remote workers
Certifications	Check that workers have required site certifications
Leave	Workers on approved leave are marked unavailable
User Groups	Schedule entire crews in one action

Related Pages

• Job Schedule — Project and job timeline
• Calendar Schedule — Date-centric calendar view
• User Schedule — Worker-centric schedule view
• User Groups & Crews — Pre-built crew definitions