Scheduling Jobs

When a job has been added from the field, using Quick Add or Duplicate, additional information may be required before it can move from New → Booked → Scheduled.

Use this guide to update the job details so it is ready for scheduling.

Find the Job

• From the Dashboard, click into the Job List.

• Select the New filter tick box (top left)

• Ensure no other filters are selected.
• If you know the job or customer name, type it into the Search Bar.

• Use the dropdown filters beside the search bar to narrow your results.

Check Core Job Details

• Ensure these four fields are completed:
• • • • Customer
      • Job Type
      • Job Size & Units
      • Due Date

Update Information

• Add a Secondary Customer (if needed).
• Tick Secondary Customer in the customer section

• Type the customer name into the search box and select the correct record

Rename the Job (optional)

Give the job with a descriptive name for easier tracking

Fill in Job-Specific Details

• Add relevant information based on the job type
• Use the available text fields and dropdowns
• These fields come from the selected Job Template

Confirm Site Location

• Confirm all details are correct,
• Update, Change or Delete details where needed.
• Add notes for the operators to see.

Review and Add Tasks, Services or Materials

• Confirm the default task list is correct
• Add additional items using the buttons on the left side of the screen:
• • • Tasks
    • Services
    • Materials

If the item exists in the template:

• Select and add

If not listed:

• Update the template first, then return to the job

Adjust Time and Add Size Estimates

• Review system‑generated hour estimates
• Update based on site knowledge
• Add estimated site sizes where required

Set Billable Tags

• Tick the Billable box for all lines that should appear on the invoice
• Confirm the charge type and price is correct
• Select Item code and G/L code from the drop down boxes, if not pre-populated

Assign Workers

You can assign workers individually or assign a full team

• Assign Individual Workers
• • • • Clicking on the + icon beside the task
      • Search for and select the correct recourse
• Assign a full team
• • • • Click the + assign team button at the bottom of the tasks section.

• • • • Select a pre-set team in the pop-up.

• • • • • Click + Assign a Team to save the selection.

Change Job Status

• Jobs in the New status won’t appear in the scheduler or on the operators mobile app.
• You can update the job status in two ways:
• • Inside the Job
  • • • • Use the Status dropdown.
        • Select the correct status.
        • Click save.

• • From the Job List
  • • • • Tick the checkbox on the far right of one or maore jobs.
        • use the change status dropdown above the list.
        • Select the correct status.
        • Click Change status.