Scheduling a Job

Overview

Scheduling a job turns a work request into a concrete appointment. When you schedule a job, you're committing to a date, time, and person to perform the work. Good scheduling keeps customers happy and your team productive.

Creating a Scheduled Job

From a Ticket

1. Open the ticket you want to schedule
2. Click "Schedule Job" or "Create Job"
3. Fill in the scheduling details:
   • Date: When the work will happen
   • Time type: AM, PM, or specific time
   • Assigned to: Who will do the work
4. Add job details if different from ticket:
   • Service type
   • Description
   • Special instructions
5. Save the job

Standalone Job

You can create jobs without a ticket:

1. Click "New Job" in the navigation
2. Select customer and property
3. Fill in job details and schedule
4. Save the job

A ticket may be auto-created depending on settings.

Scheduling Options

Date Selection

• Calendar picker: Click to select the date
• Quick options: Today, Tomorrow, Next Week
• Future scheduling: Plan work weeks in advance

Time Types

Choose how specific the appointment is:

• Not Specified: Just the date, no time commitment
• AM: Morning arrival (typically 8am-12pm)
• PM: Afternoon arrival (typically 12pm-5pm)
• Specific Time: Exact appointment time (e.g., 10:30 AM)

Team Assignment

Select who will perform the work:

• Team members: Employees in your company
• Subcontractors: Workers on your roster
• Unassigned: To be assigned later

Job Status After Scheduling

When you save a scheduled job, it starts with status "Scheduled":

Scheduled → In Progress → Completed

The job appears on:

• The assignee's dashboard
• Your jobs list
• Schedule/calendar views

Managing Scheduled Jobs

Rescheduling

Plans change - here's how to reschedule:

1. Open the job
2. Click "Reschedule" or edit the date/time
3. Select new date and time
4. Add a note explaining the change
5. Save

The customer should be notified of changes (via communication of your choice).

Viewing the Schedule

See all scheduled work:

1. Jobs page: Filter by date range
2. Calendar view: Visual schedule layout
3. Dashboard: Upcoming jobs widget
4. Filter by assignee: One person's schedule

Schedule Conflicts

BlueClerk doesn't prevent double-booking, so:

• Review existing jobs before scheduling
• Check the assignee's workload
• Consider travel time between jobs
• Use the calendar view for visual scheduling

Job Details to Include

Contact Information

• Who to call: Primary contact for this job
• Phone number: Direct line for job-day calls
• Special instructions: Gate codes, parking, etc.

Job Scope

• Description: What needs to be done
• Items/Services: Specific work to perform
• Notes from ticket: Relevant background

Access Information

• Home occupied?: Yes/No
• Access method: Will someone be home? Lockbox? Key under mat?
• Pet information: Dogs, cats to be aware of

Tips

• Schedule jobs as soon as possible after creating tickets
• Leave buffer time between jobs for travel
• Consider traffic patterns when scheduling
• Group jobs by area to minimize driving
• Communicate time windows clearly to customers
• Review tomorrow's schedule at end of each day

Common Questions

Q: Can I schedule recurring jobs? A: Currently, each job is scheduled individually. For recurring work, you'll create new jobs for each visit.

Q: What if the customer needs to reschedule? A: Edit the job's date/time. Add a note about the change for documentation.

Q: Can the assigned person see the job details? A: Yes, assigned team members see full job details including customer info and work scope.

Q: How do I handle emergency/same-day work? A: Create and schedule the job normally with today's date. Use specific time if needed.

Related Articles

• Creating a Ticket
• Assigning Tickets
• Completing a Job