Calendar

Requires. At least one of:

• Tech Scheduler with View for the Tech view.
• Sales Scheduler with View for the Sales view.

With neither permission, the page returns a 403 and the Calendar icon is hidden in the top navigation.

The Company Calendar (heading: "Company Calendar") is the dispatcher's and scheduler's main view of what's happening in the field today. It shows every open appointment for every tech (or sales rep) on one or more day grids, color-coded by type and user, with in-place controls for confirming appointments, moving them around, and drilling into the on-site Work screen.

Where My Appointments is your calendar and Appointments is one customer's, this page is everyone's appointments for the selected day range — the view your dispatcher starts their morning on.

Getting here

• Click the Calendar icon in the top navigation bar.
• Or navigate directly to https://portal.securitytrax.com/{your-company}/calendar.

Mode selector (Tech / Sales / Both)

Radio buttons at the top switch between three calendars:

• Tech — appointments on the tech scheduler (installs, service calls, tech visits). Only visible if you have tech-scheduler view.
• Sales — appointments on the sales scheduler (sales visits, in-home demos). Only visible if you have sales-scheduler view.
• Both — both calendars at once. Only available if you have view on both.

Defaults to Tech if you have that permission; otherwise the first one available.

Date Range

Use the date picker to choose the first day shown. Use the day-count dropdown to show 1-7 consecutive days, and use the previous/next arrows to move by the selected number of days. When today is visible, its date card uses your company's accent color. As you scroll through a long day, the date card stays pinned until the next day reaches the top.

Filters

Click the filter icon to open the Calendar filters flyout. Fields vary depending on whether you're looking at Tech, Sales, or Both:

Filters persist in the URL — you can bookmark "Tech + Dallas + Thursday" and come back to the same view.

The grid

• Columns = 30-minute time slots, running from your company's configured scheduler start time to end time (e.g. 8:00 AM – 8:00 PM).
• Rows = one per tech/rep eligible for the selected mode.
• Blocks in a cell = appointments that fall in that tech's row at that time.

What appears inside an appointment block

Each scheduled appointment block shows, space permitting:

• Customer name (truncated if long).
• City and state — only if your company has the Show City/State on Scheduler setting enabled.
• Duration label — e.g. 1h, 3h30m.
• Color — a combination of the appointment type color and optionally the tech/rep color. The color keys are shown below the grid.

If the appointment is on a customer you don't have permission to view, the block shows as a gray placeholder with no customer info — just "blocked" so the dispatcher sees the slot is busy. A caption below the grid explains: "Gray blocks show appointments where you cannot view the customer name."

Confirmation status indicator

Tech appointments show a small confirmation-status icon derived from the tech's most recent confirmation record:

• Not Confirmed (status 1) — the tech hasn't confirmed they've received the appointment.
• Accepted (status 2) — the tech has confirmed.
• Cancelled (status 3) — the tech cancelled or declined.

Click the icon (if you have edit permission) to cycle 1 → 2 → 3 → 1, recording your confirmation on the tech's behalf.

On-site status

For tech appointments where the scheduler has granted on-site access, each block shows a small on-site progress timeline — three icons for the Route → Arrive → Depart phases of a visit:

• The icon shape tells you the phase: en route, checked in (arrived), and checked out (departed).
• The icon color tells you how it's going: green = on time, amber = late, blue = en route, gray = not recorded yet, and red on the arrival icon = past the on-time window with no check-in.

Hover any icon for the exact time and status (e.g. "Checked in late at 9:40 AM").

Click the on-site status icons to open the on-site menu, where you can record or correct a status:

• Mark en route — tech is on the way.
• Mark checked in — tech has arrived.
• Mark checked out — tech has left.
• Clear check-in / Clear check-out — remove a recorded time.
• Edit on-site times… — set or fix the check-in and check-out times by hand (e.g. the tech forgot to tap in on site). Pick each time from 15-minute slots across the appointment window; a check-out can't be earlier than the check-in.

Each status sets a timestamp, so you can answer "what time did the tech actually arrive?" later.

Clicking a block

Clicking any non-time-off appointment block (if you can modify it) opens the Company Calendar Appointment modal:

• Edit the appointment's date/time, duration, assigned tech, or notes.
• Change the status.
• Jump to the customer or the appointment's Work screen.

Reschedule by dragging

You can reschedule appointments right on the grid without opening the modal:

• Move — grab an appointment's drag handle (the grip next to its time) and drag it to a new time, or onto a different tech's row to reassign it. A preview shows where it will land.
• Resize — drag an appointment's right edge to make it longer or shorter; a preview and a duration label show the new length.

Only valid technicians accept the drop. As you drag, technicians who can't take that customer's appointment are greyed out and reject the drop (the preview turns red over them). Which techs count as valid depends on the Reschedule Tech Availability selector in the toolbar:

• In Office Location — techs assigned to the customer's office location.
• In Coverage Area — techs whose service radius reaches the customer.
• In Max Coverage Area — techs within the company's wider maximum radius.

It defaults to your company's setting; change it to widen or tighten who you can drop onto. (This only affects dragging — it doesn't hide anyone from the grid.) The selector only appears when Offer coverage-area views is enabled in Calendar & Scheduling Settings; otherwise drag-and-drop validates by office location only.

Drops snap to 30-minute slots. SecurityTrax re-checks your permission, the target's availability, and coverage on the server: if the spot is already taken, runs past the end of the day, the tech isn't valid for that customer, or you aren't allowed to schedule there, the appointment snaps back where it was and a message explains why. Only appointments you can modify show the handles.

Time-off blocks appear as dark blocks labeled with the person's reason (e.g. Vacation, Training) — or "Unavailable" when no reason was set. If you have permission to schedule time off for that person (see Block Availability below), clicking the block opens it for editing or deletion, including deleting a whole recurring series at once. If you don't, the block is display-only.

Block Availability

Requires. A time-off scheduling permission. To block time off for anyone, you need Can Schedule Tech/Sales Time Off - All But Yourself; to block it for your direct reports, Can Schedule Tech/Sales Time Off - Hierarchy. With only the self/basic permission you can block your own row but not others'.

Beyond appointments, the calendar is where you mark techs and reps as unavailable — for PTO, training, a company event, or any reason they shouldn't be booked.

Each person's row has a checkbox on the left. Check one or more people, then click the Actions button that appears at the top-left of the grid (above the names, left of the time headings) and choose Block Availability. The dialog opens with those people already selected:

1. Adjust the Technicians / Sales Reps selection if needed (the list is limited to people you're allowed to schedule).
2. Set the date(s), times, an optional Reason, recurring options, and notes — one rule set applied to everyone selected.
3. Click Block Availability.

SecurityTrax creates the time off for every selected person and confirms how many entries it made. Each person's blocks are independent — editing or deleting one person's block doesn't touch anyone else's. (See Time Off → the Block Availability dialog for every field.)

Editing and deleting blocks

Click any time-off block you're allowed to manage to reopen the dialog. From there you can change it, Delete only this entry, or — if it's recurring — Delete entire series (N).

Color key / legend

Below the grid, the Appointment color key shows which colors map to which appointment types and, if applicable, which tech/rep colors. It's collapsed by default — click the chevron next to Appointment color key to expand it. Use it when you're trying to scan "who's doing installs today?" at a glance.

The appointment list

Below the grid, Scheduled Appointments lists the same appointments in one chronological table (earliest first) — an easy way to read the day as a linear list and to act on several appointments at once. The heading shows the count, e.g. Scheduled Appointments (12).

When more than one day is in view, the list groups under a small day header for each day, each showing that day's own appointment count.

Bulk status actions

Requires. On-site access for the en route / check-in / check-out actions; Tech Scheduler with Modify at the customer's location for the confirmation actions.

Check one or more appointments, then click the Actions button that appears above the checkbox column and choose:

• Mark en route, Mark checked in, or Mark checked out — set the on-site status on every selected appointment at once.
• Set confirmation → Accepted, Not confirmed, or Cancelled — set the customer confirmation on every selected appointment.
• Clear selection — uncheck everything.

SecurityTrax re-checks your permission on each appointment and reports how many it updated; any you're not allowed to change are skipped.

What clicking an empty slot does

Clicking an open slot does nothing — open slots are kept clear for dragging appointments. To schedule time off, use the row checkboxes + Actions menu (see Block Availability above).

Customer appointments are not created from the company calendar. To book one, open the customer record → Appointments tab and create it there; it then appears on this grid. See Appointments (per customer).

Non-obvious behaviors

• Timezone. Every appointment time shows in your company's timezone — the same on the grid blocks and the list below them (and on the Route / Arrive / Depart stamps). Times are not converted to each customer's local timezone, so a customer in another time zone still appears at the company-clock time you scheduled.
• Grid range. The grid always spans your company's scheduler start/end time, even if the tech has an appointment outside that window. Early-morning or late-night appointments may scroll off the grid; the scheduler display time range is set by your admin.
• Rep calendar on a tech-role user. A user who's both a tech and a rep appears once on Both view but twice if you filter strictly to Tech vs. Sales (once per calendar).
• Time-off blocks are dark, not gray. They render in the time-off color and read with the reason (or "Unavailable"). Gray blocks mean an appointment whose customer you can't view, which is different.

Related

• My Appointments — your personal view of only your appointments.
• Appointments (per customer) — one customer's appointments.
• Time Off — manage your own scheduled absences, which appear here as time-off blocks.
• Work Orders — the company-wide queue of the work orders appointments often tie to.