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Guide

Calendar

Mobile

The SaaS Calendar at /app/calendar/ gives field technicians a mobile-optimised schedule — view appointments, create events, and manage the day from a phone or tablet.

This is the SaaS mobile calendar, separate from the ERP Calendar module at /dashboard/. Events sync to the same underlying CalendarEvent model, but the UI and permissions surface differ.
Screenshot Placeholder — Mobile Calendar Replace with /app/calendar/ month or agenda view on a phone-width layout.

What it supports

📅 Month / agenda views
Navigate dates and see upcoming field appointments at a glance.
➕ Create events
Schedule visits with title, time, location, and attendees.
🎌 Holidays
Public holidays loaded via JSON feed based on company country.
🔗 Work order link
Events linked to ERP work orders sync scheduled dates; deletion is guarded when a WO is attached.

Views & Navigation

The calendar loads events and holidays via JSON endpoints, keeping the UI responsive on mobile networks.

EndpointPurpose
/app/calendar/events.jsonEvents for the visible date range
/app/calendar/holidays.jsonPublic holidays for the range
/app/calendar/people/search.jsonAttendee lookup when creating events

Times display in the user's timezone, resolved from profile and company settings.

Create & Edit Events

Tap a time slot or use the create action to open the event form. Edit, cancel, or delete existing events from the detail view.

1

Open create form

Tap New event or select a slot on the calendar grid.

2

Fill details

Set title, start/end time, location, description, and optional attendees.

Screenshot Placeholder — Event Form Replace with the SaaS calendar event create/edit form.
3

Save

The event appears immediately on the calendar. If linked to a work order, the WO scheduled date updates automatically.

Events linked to a work order cannot be deleted from the SaaS calendar without first resolving the work order link. The app shows an error guard in this case.

Permissions

Calendar access is governed by the SaaS calendar permission module.

ActionMinimum level
View calendarViewer
Create eventsUser (create permission)
Edit own eventsUser
Edit others' eventsManager or Admin
Delete eventsManager or Admin (with WO guard)

Documentation under development

Some pages may be missing screenshots or complete text.