Schedule and crew · The schedule
How do I schedule a job or put it on the board?
ComputerOpen Jobs, then Calendar and New job, or drag a job out of the Unscheduled tray onto a day or a person.
PhoneOpen Jobs, then Calendar and New job, or + New, then Book a job.
A new job on the Calendar takes what the work is, the customer (with their email and phone), a day, a Start time and a Length, and who is doing it — the length starts at a sensible default for your trade. The size of the job in your trade's unit (squares for a roof, linear feet for a fence) is set on the Jobs page. 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.