Put a job on the boardIn Jobs
In Jobs
Open the schedule
The schedule is the Calendar view of Jobs. Week view is seven days across; Day view is one column per crew member for the morning of.
Example screenStart here · On a computer
- 1Jobs
- 2Calendar (the URL is /jobs?view=calendar
old /schedule links open it). Two views on one grid: Week (seven day columns) and Day (one column per crew member, plus Unassigned).
On your phone: Jobs on the bottom bar → Calendar (the day board); a field seat's own run sheet is My Jobs on the bottom bar.
In Jobs
Make the job
New job takes the customer, the work, a time window and who is doing it. A job with no date yet waits in the tray until you drag it onto a day.
Example screenStart here · On a computer
- 1Jobs
- 2Calendar
- 3New job
or drag a job out of the Unscheduled tray onto a day or a person.
On your phone: Jobs → Calendar → New job, or + New → Book a job.
In Jobs
Move or cancel a booked visit
When the customer was given a time, moving the visit sends them the new one and cancelling tells them — automatically, in writing from your business.
Example screenStart here · On a computer
- 1Jobs
- 2Calendar
- 3Drag the visit to its new time
or open it, then Edit, cancel or delete, then cancel the job.
On your phone: Jobs → Calendar → the visit → change the time, or Edit, cancel or delete → cancel the job.
Ready to do this with your own business?
Make the job the day the customer calls, even without a date; it waits in the tray.