How to use Company Holidays

🗓️ Company Holidays Overview

Company Holidays allow you to track dates when your company is closed and make those dates visible when scheduling inspections and service visits.

Company holidays appear on the Calendar and Scheduler in the backend, as well as on the calendar in the Technician Portal, helping both the office users and technicians identify company closures when viewing or scheduling work.

To manage company holidays, navigate to Settings → Company → Company Holidays

➕ Add a Company Holiday

Starting from Backend → Settings 

1. Click Company Holidays under the Company section.
2. Click Add. 
3. Enter the details - Holiday Name, Start Date, End Date
4. Click Save.

Once saved, the holiday will appear in the Company Holidays table and on the Calendar, Scheduler, and Technician Portal for the selected date or date range.

📥 Importing Company Holidays

You can import multiple company holidays at once using a CSV file.

Starting from Backend → Settings

1. Select Company Holidays under the Company section.
2. Click Import, then download the sample file.
3. Open the sample file and remove the technician time off rows. 
4. Enter your company holidays using the same format, including the Notes (Holiday Name), Start Date, and End Date.
5. Save the completed file as a CSV (.csv).
6. Return to the Company Holidays page and click Import.
7. Click Choose File, select your completed CSV, then click Upload File.

Once the import is complete, a success message will appear, and the imported holidays will be listed in the Company Holidays table.

Note: The sample import file supports both company holidays and technician time off. When importing company holidays, leave the Start Time, End Time, Technician ID, and Type columns blank, as shown in the company holiday example.

✏️ Edit or Delete Holidays

Existing holidays are listed on the Company Holidays screen. Use the Actions column to edit or delete an existing entry.

• Edit: Click the Edit icon to update the holiday name or date range. Make your changes, then click Save.
• Delete: Click the Delete icon. A confirmation message will appear asking if you’re sure you want to delete the company holiday. Click OK to delete it or Cancel to keep it.

🗑️ Delete Multiple Holidays 

To delete multiple at once, select the checkbox next to each holiday you want to remove, then click Delete Selected.

Important: There is no confirmation message when using Delete Selected. Before proceeding, make sure you’ve selected only the holidays you want to delete.

📅 Viewing Company Holidays

Once setup is complete, company holidays appear on the Calendar and Scheduler in the backend, as well as on the calendar in the Technician Portal. 

Dates marked as company holidays are displayed with a gray background and the holiday name, providing a visual reminder of company closures when viewing or scheduling work.

Note: A company holiday does not prevent work from being scheduled. Inspections and service visits can still be scheduled on a date marked as a company holiday.