Project Timeline
The Project Timeline provides a Gantt-style visual view of every active project across your business. Instead of seeing jobs as a list, the Timeline shows them as horizontal bars across a calendar grid — making scheduling conflicts, gaps in the crew calendar, and over-booked periods immediately visible. It's designed for dispatchers and project managers who need to think in weeks and months, not just today's schedule.
Each project bar represents the full span of the job from scheduled start to expected completion. Multi-phase projects break into phase-level bars, each showing the assigned crew and current completion percentage. Milestones — permit inspections, material delivery dates, customer sign-off points — appear as diamond markers on the timeline and can trigger automated notifications when they're approaching or missed.
The Timeline is interactive. You don't need to open a project record to change a date — drag the bar to a new start position and the schedule updates in real time, sending automatic notifications to the affected crew and customer. This makes rescheduling due to weather delays, material shortages, or crew availability a matter of seconds rather than a series of form updates.
Timeline Views
| View | Description |
|---|---|
| Week | 7-day grid; best for daily dispatch planning |
| Month | 30-day grid; best for workload balancing across the crew |
| Quarter | 90-day grid; best for large project planning and sales pipeline visibility |
| By Crew | Groups rows by technician or crew; shows each person's schedule in parallel |
| By Job Type | Groups rows by trade category; useful for multi-trade businesses |
Phase Management
Multi-phase projects display as a parent bar with child phase bars nested underneath. Each phase has:
- Phase name (e.g., Demo, Rough-In, Inspection, Finish)
- Assigned crew or individual technician
- Start and end dates
- Completion percentage (updated from mobile app check-ins)
- Status indicator (Not Started / In Progress / Complete / Blocked)
Phases can be reordered via drag and drop. Dependencies can be set between phases — marking one phase as a predecessor prevents the next phase from starting until the predecessor is marked complete.
Milestone Markers
Milestones are single-point events on the timeline (no duration). Common uses:
- Permit inspection scheduled
- Material delivery expected
- Customer walk-through
- Final payment due
Milestones can be set to send automated reminders to the customer, the crew lead, or both at a configurable number of days in advance.
Crew Assignment Per Phase
Each phase shows the assigned crew inline on the timeline bar. Color-coding is by crew or technician, making it easy to spot when one person is assigned to overlapping phases across multiple jobs. The system will warn — but not block — when a crew member is assigned to two jobs at the same time. Blocking is a setting that admins can enable for stricter scheduling discipline.
CRUD Operations
| Operation | Available | Notes |
|---|---|---|
| View | Yes | Timeline loads all active projects by default; filterable by status, crew, job type, and date range |
| Create | Yes | New projects and phases can be created directly from the timeline via right-click or the "+ Add" button on any date |
| Update | Yes | Drag bars to reschedule; click to edit phase details, crew assignment, and milestone dates inline |
| Delete | Yes | Phases can be removed from the timeline; project deletion requires navigating to the project record |
Filtering and Search
The timeline can be filtered by:
- Project status (Lead, Scheduled, In Progress, etc.)
- Assigned crew member
- Job type / trade category
- Customer name or project name (text search)
- Date range
Filters stack — you can view only "In Progress" roofing jobs assigned to a specific crew in the next 60 days.
Use the "By Crew" view at the start of each week to catch double-bookings and unassigned jobs before they become day-of problems. Dispatchers who review this view on Monday morning spend significantly less time on reactive rescheduling calls.