Scheduling: Work Orders and the Calendar

Use Scheduling to turn sold work into scheduled jobs with a date, time, crew, and duration.

You can manage work orders from the list, calendar, or routes view, then track what is scheduled, completed, skipped, canceled, or ready to invoice.

Open Scheduling from the left sidebar.

Scheduling has three tabs:

All scheduling times are shown in your company’s time zone.

You can set your company time zone in Account Settings.

A work order is one visit to one property.

It includes who the work is for, where it happens, when it is scheduled, how long it should take, which crew is assigned, and what work needs to be done.

You can create a work order from the Work orders tab or directly from the calendar by clicking an empty time slot.

A work order can include:

Duranta assigns a work order number automatically.

You can also use an optional prefix, such as WO.

The work order number can be edited.

Job duration supports different units, including:

Durations can include decimals, except when the unit is minutes. For example, you can enter 1.5 hours.

You can change the status from a work order’s … menu.

You can also update statuses in bulk from the Work orders list.

Use Make recurring when a work order repeats.

Recurring options include:

After you choose a schedule, Duranta writes the recurrence back to you in a summary sentence.

For example:

Work orders are scheduled every 2 weeks, starting 14 April.

Review this summary before saving to make sure the pattern is correct.

Add an End date if the work should stop at a known time.

Duranta adds the end date to the schedule summary:

The schedule ends on {date}.

If you leave the end date blank, the recurring series continues indefinitely.

The first visit uses the status you set. Future visits are created as Upcoming.

Choose Custom to create your own repeat pattern.

You can set:

For example, you can create one recurring work order that repeats every week on Monday, Wednesday, and Friday.

Choose Calendar when the work does not follow a regular pattern.

Use this for seasonal visits or a specific list of agreed dates.

To use Calendar scheduling:

Duranta requires at least one selected date.

If no dates are added, Duranta shows:

Add at least one date for this work order to repeat on.

Monthly schedules repeat on the same day of the month.

If you choose a date that does not exist in every month, such as the 31st, Duranta schedules shorter months on the last day of the month.

Duranta explains:

If a month doesn’t have 31 days, the work order is scheduled on the last day instead.

For recurring work orders, you can skip one visit or end the whole series.

The practical difference is:

Skip stays on the route. Cancel comes off the route.

When ending a series, you can choose whether to skip the current visit or keep it scheduled.

Duranta explains:

No future visits will be created. Past visits are unaffected.

Use Reschedule from the work order’s … menu.

Before saving, Duranta explains what will happen.

For example:

{crew} has a route on {date} — the job will join it.

Or:

No route on {date} — the job moves to Unassigned.

For recurring work orders, Duranta also warns you if the series already has a visit on that date.

The Work orders table shows:

You can search across the table.

You can also select multiple rows and take bulk actions.

Bulk actions include:

If you assign a crew and that crew does not have a route on that day, Duranta creates a route automatically.

If you cancel work orders that are already on routes, Duranta warns you first:

Cancelling removes {count} work orders from their routes. Continue?

Deleting work orders is permanent. If selected work orders are on routes, Duranta tells you before deleting.

Select completed work orders and choose Convert to invoice.

If you select multiple work orders across different clients, you can choose how invoices are created:

Duranta creates draft invoices so you can review them before sending.

If a work order is not marked Completed, Duranta asks you to confirm before billing it.

The Calendar tab has three views:

Day view:

Week view:

Month view:

In the calendar, you can drag work to schedule and adjust it.

You can:

After moving a job, Duranta confirms the change.

For example:

{work order} moved to {crew}’s route at {time}.

If you drop a job outside the crew’s route hours, Duranta warns you:

This job is outside the route’s hours

Use blocked time for time that is not a job, such as lunch, fuel stops, shop time, or equipment pickup.

Blocked time includes:

Blocked time belongs to a crew’s route. It cannot be dropped into the Unassigned column.

Blocked time appears in day and week views and can be dragged in either view.

Use the View menu to control what appears on the schedule.

You can show or hide:

Hidden items are counted on the View button, so you can tell when something is hidden.

Use Preview to see the customer-facing version of a work order.

From Preview, you can:

When you share a work order, Duranta publishes a link you can copy.

If you edit the work order after sharing it, the recipient may see:

There is a newer version of this work order

They can use the link to open the latest version.

Each work order keeps an activity log.

Activity can include:

Duranta also records where each change was made, such as:

This helps your team understand when and where schedule changes happened.