Company holidays can be used to track when your company is closed, to help you schedule inspections and service visits.
Functionality related to company holidays is found on the “Company Holidays” page in the “Company” category on your Settings page.
Company holidays appear on the Calendar and Scheduler, and can be added or imported by a back-end office user.
Where to Find Company Holiday Functionality
How to Add Company Holidays
To add a company holiday entry, go to the Company Holidays page, and click the “Add” button. You will fill out:
- Holiday name
- Start date
- End date
Press save to save the company holiday.
Importing Company Holidays
If you have company holidays you would like to import from another application, that can be done by clicking the “Import” button. Review the sample .CSV to see how the spreadsheet you are importing should be formatted.
Viewing Company Holidays
When a company holiday is added, it will display in the table, and will show:
- Holiday name
Editing / Deleting Entries
In the Actions column, you can click edit to edit a company holiday, or delete to delete it.
You can delete multiple company holidays at a time by checking the checkbox in the first column and clicking “Delete Selected.”
Exporting Company Holidays
You can export company holidays clicking the “Export” button.
.Company holidays will display on the Calendar as a gray background color on the day that the company is closed. Similar to technician time off entries, hover for details, or click to edit.
You will still be able to schedule inspections or service visits on a day marked as a company holiday.
On a day that is marked as a company holiday, you will see a gray background on the Scheduler and text indicating the holiday centered above.