Documentation / Agenda

Agenda & Calendar

View all scheduled orders in a monthly calendar, configure reminders and filter by technician to organize your team's routine.

Agenda Overview

The PraticOS Agenda is a monthly calendar view that displays your scheduled Service Orders. It works with two date types: the Scheduled Date (when the service will be performed) and the Due Date (delivery deadline). The agenda shows orders by Scheduled Date, allowing you to organize your appointment routine in a visual and practical way.

Two Date Types

The Scheduled Date indicates when the service will be performed and appears on the calendar. The Due Date is the deadline for completing the SO. Both are optional and independent — use whichever makes sense for your business.

Monthly Calendar

View all scheduled orders by month with dot markers on days

Precise Time

Schedule with exact date and time for each appointment

Reminders

Get notified before appointments so you never miss a commitment

Calendar

The monthly calendar displays colored dots on days that have scheduled service orders. Tap on a day to see the list of orders scheduled for that date, organized by time.

All Day

Orders scheduled at 00:00 (midnight) appear as "All day" at the bottom of the list. Use this option when the exact time is not relevant.

How to Use

  1. Open the app and tap the Agenda tab
  2. The monthly calendar will be displayed with dots on days that have scheduled orders
  3. Navigate between months by tapping the arrows or swiping
  4. Tap on a day with a dot to see the orders for that day
  5. The order list appears sorted by time
  6. Tap on an order to open its details

Schedule an Order

For a Service Order to appear on the agenda, simply set the Scheduled Date in the SO form. You can choose both the date and the specific time of the appointment.

Due Date with Time

The Due Date now also supports time selection. You can set a deadline with a specific time for greater control over deadlines.

Step by Step

  1. Open the creation or editing form for an SO
  2. Tap the Scheduled Date field
  3. Select the desired date on the calendar
  4. Choose the appointment time (or leave at 00:00 for "All day")
  5. Save the SO — it will automatically appear on the agenda

Reminders

Configure notifications to be reminded before scheduled appointments. Reminders are sent as local notifications on your device, ensuring you never miss a commitment.

Always Works

Reminders work even when the app is closed. After restarting the device, notifications are automatically rescheduled.

Reminder Options

  • Disabled: No reminder will be sent
  • 15 minutes: Notification 15 minutes before the appointment
  • 30 minutes (default): Notification 30 minutes before the appointment
  • 1 hour: Notification 1 hour before the appointment
  • 2 hours: Notification 2 hours before the appointment

How to Configure

  1. Go to Settings in the app
  2. Tap Reminders
  3. Select the desired advance time
  4. The setting will be applied to all new schedules

Filter by Technician

Administrators, managers, and supervisors can filter agenda orders by specific technician. Technicians automatically see only their own orders.

Admin/Manager

See all team orders and can filter by specific technician.

Supervisor

See all team orders and can filter by specific technician.

Technician

Only sees own orders. The technician filter is not displayed.

Frequently Asked Questions

What's the difference between Scheduled Date and Due Date?

The Scheduled Date indicates when the service will be performed and is displayed on the agenda calendar. The Due Date is the deadline for completing the SO.

Can I schedule without a specific time?

Yes. If you set the time to 00:00 (midnight), the order appears as "All day" at the bottom of the day's list.

Who can see orders in the agenda?

Technicians see only their own orders. Administrators, managers, and supervisors see all orders and can filter by technician.

How do reminders work?

The app sends a local notification X minutes before the appointment (configurable in Settings). Works even when the app is closed.

Can I use Due Date and Scheduled Date together?

Yes. Both are optional and independent. Use whichever makes sense for your workflow.

Does it work on both iOS and Android?

Yes. The agenda and reminders work on both platforms with native notifications.

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