Review daily and weekly schedule views, upcoming appointments, unassigned work and conflict information. Update supported company-job timing as plans change.
03 / THE ASSIGNMENT
Put the right person in the picture.
Assign an eligible service professional and keep their job details connected to the customer, location and scheduled work. Office and field access follow existing permissions.
SCHEDULE INTELLIGENCE & DAY PLANNER
Better context. Your decision.
Compare technician fit while adding or editing a job. Review availability, nearby work, estimated drive impact and possible conflicts before deciding on an assignment.
Step back and review the day.
In Day Planner, choose a day and the jobs to analyze. Review suggested assignments, then choose whether to apply supported changes. Day Planner preserves scheduled appointment windows; it does not move customer appointments around automatically.
Suggestions assist your team. They do not guarantee conflict-free schedules or make assignment decisions on their own. Plan allowances and permissions apply.
Your authorized team reviews and applies supported changes. Appointment windows stay unchanged in Day Planner.
FROM PLAN TO PROGRESS
Follow the visit. Keep the record.
Assigned service professionals can carry out supported job actions, share progress and keep the details of the work with the job.
01On the way
Trip updates and running-late notices
02Arrived
Arrival status and time-on-site context
03Completed
Service history and documentation
Useful context for office and field.
Keep job attachments and service photos with the work. Authorized trip/location sharing can provide additional visibility when enabled; it is not continuous tracking of every team member.
Internal notes stay internal.
Service Records hold work documentation separately from the office-controlled customer summary. Authorized personnel can maintain records after completion. A saved customer summary can appear with the completed appointment in authorized customer views—not your private technician notes.
Service Records are available with eligible Field Console Pro access. Team permissions apply.
SERVICE RECORD / FICTIONAL COMPLETED VISIT
INTERNAL BUSINESS DOCUMENTATIONDetails for the team
Diagnosis & work performed
Parts/materials & technician notes
Equipment context
Access follows existing team permissions.
CUSTOMER-FACING SUMMARYA clear record of the visit
System inspected and serviced. Operation checked before completing the visit.
Shown in authorized completed-service views.
REPEAT WORK. WITHOUT STARTING OVER.
Set the rhythm. Keep each visit connected.
Configure the customer, location, cadence, time, duration and an optional default assignee. An active recurring schedule generates individual managed-job visits, with generation continuing ahead of upcoming work.
RECURRING WORK / ILLUSTRATIVE
CONFIGURED SERIESRoutine maintenance
Every 4 weeks · Friday · 9:00 AM · 90 minutes
Active
Week 1Scheduled visitIndividual job record
Week 5Scheduled visitIndividual job record
Week 9Scheduled visitIndividual job record
A schedule that generates visits—not a payment subscription.
Review generated visits. Pause or resume a series, skip an occurrence or end the schedule when plans change.
Recurring schedules are available on Pro, Pro Plus and Custom—not Starter. Each completed visit can be invoiced separately; recurrence does not create a maintenance-plan billing or automatic payment arrangement.
Manage your own customers and jobs with Field Console Pro. If your business also participates in the separately approved Zwivio Dispatch Network, officially assigned jobs can appear in the same workspace. Each source of work retains its own permissions and requirements.
Explore more features
GIVE YOUR NEXT DAY A CLEARER SHAPE
Bring the plan and the work together.
Make the schedule, your team and the service record part of one connected workspace.
SCHEDULE / A DAY IN VIEWILLUSTRATIVE · FICTIONAL DATA