---
title: "Scheduling Jobs"
url: "https://support.jobflow.com/en/article/scheduling-jobs"
language: "en"
last_updated: "2026-08-28T04:11:17.074Z"
---

# 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.

![](https://cdn-assets.productfruits.com/611bdfd1-acff-4f91-b395-2184bc67b13e)

-   Select the New filter tick box (top left)

![](https://cdn-assets.productfruits.com/4108abb3-0302-4075-b8d5-53587583c324)

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

![](https://cdn-assets.productfruits.com/8d9b2630-4a7f-4bbd-bad7-3fea73dad1f3)

-   Use the dropdown filters beside the search bar to narrow your results.![](https://cdn-assets.productfruits.com/21f14623-39d3-49e1-be05-566564f15304)

  

#### **Check Core Job Details**

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

![](https://cdn-assets.productfruits.com/9380dc81-ed32-4c62-994e-c8c33a496071)

  

#### **Update Information**

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

  

![](https://cdn-assets.productfruits.com/1ea99218-202e-4f7c-a28d-2ba405a1e1f0)

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

  

![](https://cdn-assets.productfruits.com/9f086774-78c5-4148-9d73-2b979670f63c)

#### **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

![](https://cdn-assets.productfruits.com/d127e1fe-e347-418a-8c0c-b8d7fa7c4c91)

#### **Confirm Site Location**

-   ![](https://cdn-assets.productfruits.com/311e9981-7750-4779-ab08-bf04b8c18d27)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**

![](https://cdn-assets.productfruits.com/a7b94376-df96-47e3-9dbe-77e6d5b683d8)

-   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

![](https://cdn-assets.productfruits.com/4a831a06-3b77-4b9a-870a-3f4f97df82fd)

#### **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

![](https://cdn-assets.productfruits.com/ca7ead39-b76c-4644-9170-388ffdb367c6)

#### **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.

![](https://cdn-assets.productfruits.com/ca20a5ee-7127-44ee-828c-7b44292c85b2)

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

![](https://cdn-assets.productfruits.com/be32b100-049d-4cd9-aff3-d1037d4f3876)

-   -   -   -   -   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.

![](https://cdn-assets.productfruits.com/4864efc7-b5a1-4fc2-a457-74ad1fc7a15c)

-   -   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.

![](https://cdn-assets.productfruits.com/34d019ae-5b79-499f-afbe-25db7370847a)