Jobs & scheduling

How to create a job, put it on the schedule, assign your crew, and keep track of what still needs a date or is running late.

How to create a job

1. Click Jobs in the left menu, then New. You can also use the + New menu at the top of any page.
2. Choose the Client and Location. If they're new, add them right there.
3. Enter the service name and, if you know it, the Date, Time and Est. Duration.
4. Tick This needs a quote first. if you'll price it before booking. See Quotes.
5. Choose who's assigned and how it's billed: Bill separately, or Covered by contract — no charge.
6. Click Create Job.

How to schedule a job

1. Open the job. On an unscheduled job, the schedule card says Not yet scheduled — set a date. On a scheduled job, click Change.
2. Pick the Date and Time.
3. Click Set Schedule Date (or Save Date).

How to assign crew

1. On the job's Details, choose a Lead Technician.
2. Tick anyone else under Additional Technicians.
3. Click Save Details.

Assigned jobs appear in each crew member's job list in the field app.

How to use the schedule board

• Click Schedule in the left menu. Switch between Day, Week, 2-Week and Month, and click Today to jump back.
• Drag a job to a new day or time to reschedule it. In Day view each column is a crew member, so dropping a job in another column also reassigns it.
• Jobs without a date wait in the tray labelled Needs scheduling — drag a job onto the calendar.
• Use the crew chips to see one person's schedule, or Everyone.
• To give a whole set of jobs to one person, use Assign all to….

How to find jobs that need attention

On the Jobs page, use the filters:

• Action Required: jobs that are unassigned or overdue.
• Unscheduled: jobs missing a date or a crew member, including newly accepted quotes.
• Overdue: past their date and not finished.
• For My Review, Quotes, In Progress, Completed and All Jobs.

Search by job number, service or client. The dashboard also shows overdue jobs under Needs Attention.

Job statuses

Quote → Scheduled → Assigned → In Progress → Completed (or Needs Review) → Invoiced. A job can also be Cancelled: a quote you mark as lost or a recurring visit you cancel is kept under the Cancelled filter. Delete job removes a one-off job permanently. To move a job by hand, use the Change Status buttons on the job.

How to correct visit times

1. Open the job and scroll to Visit History. It lists every time your crew clocked in and out.
2. Use the edit icon to fix a time, or Add time to add a visit someone forgot to clock.
3. Click Save changes or Add visit.

Every correction is recorded in the job's diary. Changing times affects hours and revenue-per-hour reports.