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.