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Scheduling

Plan and coordinate your team's work with multiple scheduling views

Scheduling

DrillerDB's scheduling system helps you plan and coordinate your drilling operations. Scheduling is a single workspace: you open it once from the sidebar, then switch the view that fits the question using the view switcher in the toolbar. Every view shows the same underlying schedule data, so you never leave the page or lose your filters when you change views.

Quick Start: Build Tomorrow's Schedule

  1. Open Scheduling from the sidebar
  2. Use the toolbar view switcher to pick Board or Calendar
  3. Add unscheduled projects to the right teams, starting with the Needs a date column
  4. Drag to reorder by priority and travel efficiency
  5. Check Dispatch for jobs the crew has not been told about, then use Notify crew under More actions

Scheduling Views

The toolbar view switcher offers five views of the schedule. It opens on Board, and remembers your last choice in this browser:

Calendar presents your schedule as a familiar month, week, day, or agenda calendar with drag-and-drop rescheduling. This view is ideal for visualizing project timelines and quickly understanding when work is scheduled.

Gantt displays projects as horizontal bars on a timeline, making it easy to see project sequences, gaps, and resource allocation over extended periods. Use this view for long-term planning and capacity analysis.

Board organizes scheduled work into one card per crew, showing detailed project information and allowing drag-and-drop reordering within a crew or between crews. A Needs a date column lists open jobs that still have no date. This is the default view and is best for day-to-day dispatch review.

Teams is the crew roster: review crew members, vehicles, and who is out before you assign or move work.

Dispatch lists jobs that are on a crew's board but have not been dispatched to the field, and jobs that were dispatched with no field activity since. Each row has a one-click Dispatch button.

Alongside the views, the toolbar has a Map button. It is an action, not another view - see the Route Map section below.

The Scheduling workspace on the default Board view, with the Calendar/Gantt/Board/Teams/Map/Dispatch view switcher in the toolbar, the All drillers and All statuses filters, a delayed-projects banner, and team cards for Pump Crew and Rig 1 holding their scheduled projects

Route Map

The toolbar's Map button opens a routing pop-up for the schedule you are currently looking at, rather than switching to a separate view. The pop-up plots the scheduled stops in order as a driving route and reports:

  • Numbered stop markers in scheduled order, connected by a driving route line.
  • Total trip mileage and drive time, summed across every leg.
  • A per-leg breakdown - each stop, its address, and the drive to the next - grouped by scheduled day, so an overnight gap is never counted as drive time.
  • Any stops without GPS coordinates listed separately as unroutable.

Use it to sanity-check travel before you commit a day's dispatch. Each crew card in Board view also has its own Map button that opens a route map of that crew's jobs in run order.

Key Features

The scheduling system includes features to streamline your planning workflow:

Drag-and-drop scheduling allows you to reorder, reschedule, and reassign projects intuitively by clicking and dragging items to new positions.

Double-booking checks run when you put a person or vehicle on a crew in the Teams view. DrillerDB asks before it books someone who is already on another crew, on approved time off, or a vehicle with planned maintenance. Jobs due within two days show AT RISK, and late ones show DELAYED.

Cascade scheduling on the Gantt slides the following jobs in the same lane when you move or resize one. The Calendar moves only the job you drag.

The schedule does not refresh by itself. Reload the page to see changes other people made. See Real-Time Schedule Updates.

The Board shows the distance from each job to the one before it, and the Map button shows route maps with mileage and drive time, helping optimize crew travel and fuel costs.

Cascading on the Gantt lands on the next working day. Week and Day calendar modes show 8 AM to 5 PM, Monday to Friday, as the working day.

Topics in This Section

Learn more about specific scheduling features:

Getting Started with Scheduling

To begin scheduling projects, open the Scheduling section from the sidebar. It opens on Board view but remembers your preferred view.

Start with Scheduling & Crews for the rebuilt-console orientation to Calendar, Board, Teams, and assignment controls.

Add projects to the schedule by clicking Add project to team... at the bottom of a crew card, or click Schedule in the toolbar. DrillerDB assigns dates based on estimated hours and the crew's current workload.

Reorder projects by dragging them to new positions. DrillerDB recalculates the crew's dates to keep the sequence.

Switch between views using the view buttons in the toolbar. The views show the same schedule data in different formats.

Step-by-Step: Weekly Scheduling Workflow

  1. Review the Needs a date column on the Board for open jobs and work orders
  2. Prioritize jobs by commitment date and business urgency
  3. Assign high-priority jobs to appropriate teams
  4. Reorder within teams to reduce travel and idle time
  5. Check the Teams view for double-bookings and time off, and the Board for AT RISK and DELAYED jobs
  6. Use Dispatch and Notify crew to tell crews
  7. Revisit the schedule daily for changes and delays

Mobile Access

Field technicians see their scheduled work in the DrillerDB field app. The Today tab lists their jobs for the day, with customer information and directions. Crews are told about new work when you dispatch it or use Notify crew.

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