Wave in Your Workflow
Schedule your team with Timeline
See who is going where, find jobs that still need a visit and book the day with a drag or a sentence.
Run your team's schedule from one screen. Timeline shows each teammate's day, lists the jobs that still need a visit and lets you book work by dragging a job onto a day or by telling Wave who goes where and when.
Plan the day
- Open Timeline. It opens on today in your company's time zone, with a row for each teammate. See Timeline.
- Find jobs that need a visit. The Jobs list below the day shows the jobs assigned to you in two groups, Unscheduled and Scheduled, followed by All jobs for the rest of the company. A card marked Visit requested is waiting for someone to book it.
- Book it. Drag a job card onto a teammate's row, click an empty spot in a row, or say "Send Luis to the Garza job tomorrow at 9." See Book a visit.
- Adjust as the day changes. Drag a visit to a new time or teammate, or drag its ends to change its length. You can also ask Wave to move or cancel it.
Split the work between the field and the office
A simple hand-off keeps everyone productive:
- In the field, whoever is on site finishes a visit and tells Wave in the job's chat, for example "request a visit for the Park job to measure the upstairs bedrooms." The job shows Visit requested.
- In the office, a project manager assigned to the job sees the request under Unscheduled on Timeline and drops it onto the right day for the right person. Use Assign on the job's Overview to put the project manager on the job.
A request keeps its task and length when you drop it, so nothing needs to be re-entered.
Keep the schedule and the job together
- Booked people join the job. When you book someone on a visit, Wave adds them to the job's team. See Job details, contacts and team.
- The job keeps a record. Bookings, moves and cancellations appear in the job's Notes log. Choose the Schedule filter to see only those. See Job notes.
- Statuses follow the work. After the first visit, move the job to its next status on the board. See Track every job with job statuses.
On a phone
Timeline shows the day as an agenda in time order. Choose Everyone or one teammate at the top, tap a visit to see or edit it, and book with the command box at the bottom or the job's Schedule button. See Use Wave on your phone.
Set your company's time zone
Wave books in your company's time zone, which comes from your company address. An Admin can change it in Settings, under Company. See Company info.
Tip
Start the morning by scanning Unscheduled and Visit requested cards. Once those are booked, everyone knows where they need to be.