Schedule and crew · The schedule
How do I schedule a job or put it on the board?
ComputerOpen Schedule, then New job, or drag a job out of the Unassigned tray onto a day or a person.
PhoneOpen Schedule, then New job.
A new job takes the customer, the kind of work in your trade's own words, a time window and who is doing it; the unit it is measured in (squares for a roof, linear feet for a fence, hours for a service call) follows your trade. Jobs that exist without a time wait in the tray until you place them. Rescheduling is a drag; the customer, if you already gave them a time, is told automatically (see below). Maintenance plans on the Jobs page book their visits onto this same board.