Scheduling jobs with the Job Schedule
Go to Jobs → Job Schedule .
Scheduling jobs with the Job Schedule
Go to Jobs → Job Schedule.
This is the main view for planning work across your team.
You'll see:
- Employees down the side
- Dates across the top
- Scheduled work on the calendar
To schedule a new job, use Search jobs to drag onto schedule.
Find the job and drag it onto the appropriate employee and date.
Remember:
Assigned means somebody is part of the team working on a job.
Scheduled means they're actually booked to attend it on a particular day.
Several people can therefore be assigned to a job without all of them being scheduled for every visit.
You can use filters to narrow the schedule by customer, employee, Work Group, job or status.