Owner / Admin, General Manager, Service Advisor, and Foreman can add time off. The form is the same Time Off Management panel wherever you open it.
Add a block
Open Time Off Management
Service Advisor and Foreman: open Settings and pick Time Off. Owner / Admin and General Manager: open Settings, pick Team, and click the technician. The panel intro reads “Block a tech out for a full day or part of a day.”
Pick the technician
On the Time Off tab, pick the person in the TECHNICIAN list on the left. Archived technicians are not listed. In Team, you already picked them.
Click Add
Click Add. The block appears in the list under the form.
All day or part of a day
Leave START TIME and END TIME as All day to block the full day. The hint reads “Leave times as All day to block the full day.” Pick a start and end time to block only part of the day, for example a morning appointment.
A block can cover up to 31 calendar days. For a longer absence, add more than one block.
Validation messages
After you save
A toast shows “Time off saved” with “[shortName] marked off”. If jobs were already on the board inside the block, it reads “[shortName] marked off, [n] job(s) moved to Unassigned”. Those jobs land in the Unassigned panel with a red banner so you can reschedule them.
The block shows in the list as the date, All day or the time range, and the reason. On the board, the column gets a hatched overlay with OFF for a full day or PARTIAL for part of a day, plus the reason.
Last modified on August 22, 2026
