Kaizen
iPhone app · Operations against plan

Schedule

The schedule shows the operations from your sales orders laid out across a week, month, or quarter. Each row is an operation with its hours done against hours planned; each has a status (open, active, closed, warning, overdue), and the header counts how many operations are running, what percentage is complete, and how many are behind. Swipe the timeline to move through the weeks. It is the same schedule the office is dispatching from, so when a job runs long in the field, it is a job the office sees running long.

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Kaizen CRM iPhone app: The schedule. Operations across a week, month, or quarter, with hours logged against plan and anything behind flagged.
The schedule Operations across a week, month, or quarter, with hours logged against plan and anything behind flagged.
01

What it does

01

Operations, not just appointments

Each row is a unit of work from a sales order: onboarding, install, deployment, with planned hours and logged hours side by side.

02

Status at a glance

Open, active, closed, warning, overdue, colour-coded on every row, with the behind count in the header.

03

Week, month, quarter

Zoom out to see the quarter's load or in to see this week's days. Swipe to move along the timeline.

04

Filtered by project

Pick a project or order at the top to see only its operations.

02

Why it matters in the field

Scheduling breaks when the calendar lives where the crew cannot see it and cannot update it. Every change then routes through the office, and the office finds out a job ran long when the next customer calls. Putting the schedule on the phone, with logged hours against plan, means the field updates the plan by doing the work.

For the owner, the behind count is the early warning. One operation at warning on Tuesday is a conversation; four overdue on Friday is a crisis.

03

On a Tuesday

  1. MondaySeven operations this week, fourteen percent complete, one behind. Tap the behind one: a 40-hour install with 12 logged.
  2. WednesdayHours logged from the site push the install to active. The office Gantt shows the same bar lengthening.
  3. FridayZoom to the month. Next week is light; the office pulls a job forward and the customer gets a text.
04

The office view of the same thing.

Field and office are not two systems that sync. They are one record, opened from two places.

app.kaizencrm.app/orders/O-1000002
Office view · live
Live UIA won order builds its own schedule — then reflows when the week slips.

The office Gantt for the same operations: a won order rolling into scheduled work, dragged to reschedule, with the customer record showing where the job stands.

05

Common questions

What does the schedule show in the Kaizen iPhone app?
The operations from your sales orders across a week, month, or quarter, each with hours logged against hours planned and a status (open, active, closed, warning, overdue). The header shows how many operations are running, the percentage complete, and how many are behind.
Is it the same schedule the office uses?
Yes. The office works the same operations on a Gantt where bars are dragged to reschedule; the phone shows them as a swipeable timeline. A change on either side is the change on both.
How is this different from the calendar?
The schedule is production: operations and hours against plan. The calendar is the day: site visits, quote reviews, on-call blocks. Both live in the app; the schedule answers "are we on plan," the calendar answers "where am I at ten."

Keep exploring

Calendar Fitting emergency calls into a full day Job scheduling software Kaizen in the field

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