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 (team member or subcontractor)
   • Description: What work will be performed
4. Click "Create Job" to save

Job Status Badge

Once a job is created from a ticket:

• The "Create Job" button is replaced with a job status badge
• The badge shows the job number and current status (e.g., "Job #1234 - Scheduled")
• Badge colors indicate status:
  • Blue: Scheduled
  • Yellow: In Progress
  • Green: Completed
  • Red: Cancelled
  • Purple: Rescheduled
  • Orange: Paused
  • Gray: Incomplete
• You can click the badge to open job details

Managing Scheduled Jobs

Viewing Job Details

1. Go to Schedule in the main navigation
2. Find the job in the list or calendar
3. Click to open job details

Rescheduling a Job

If plans change, you can reschedule existing jobs:

1. Open the job from the schedule or ticket
2. Click "Reschedule" (available for Scheduled or Rescheduled jobs)
3. Enter the new date in the reschedule dialog
4. Click "Reschedule Job" to confirm
5. Job status updates to "Rescheduled" and the new date is saved

Editing a Scheduled Job

1. Open the job details
2. Click the edit icon (pencil)
3. Update fields:
   • Date and time
   • Assigned person
   • Description
4. Click "Save" to update

Starting a Job

When you arrive on site:

1. Open the job
2. Click "Start Job"
3. Status changes to "In Progress"

Completing a Job

When work is done:

1. Click "Complete Job"
2. Add a job report with photos and notes
3. Status changes to "Completed"

Filtering Tickets by Schedule Status

On the Tickets tab, you can filter tickets by their scheduling status:

1. Click the "View" dropdown at the top of the tickets list
2. Select a filter:
   • All Tickets: Show everything
   • Unscheduled: Only tickets without jobs
   • Scheduled: Only tickets that have jobs created
3. The list updates to show only tickets matching your filter

This helps you quickly identify which tickets still need jobs created and which are already scheduled.

Tips

• Schedule early: Don't wait until the last minute - customers appreciate advance notice
• Batch by location: Schedule multiple jobs in the same area on the same day to minimize drive time
• Confirm with customers: Send a message or call before the appointment
• Allow buffer time: Don't pack your schedule too tight - jobs often run long
• Use reschedule when needed: Don't cancel and recreate - use the Reschedule button to maintain job history

Questions

Q: Can I schedule a job without assigning it to someone?
A: Yes, you can leave the assignee field blank and assign it later. This is useful when you're not sure who's available yet.

Q: What's the difference between rescheduling and editing the date?
A: Rescheduling creates an audit trail showing the job was moved, and updates the status to "Rescheduled". Editing just changes the date without the status change.

Q: Can I create multiple jobs for one ticket?
A: Yes, tickets can have multiple jobs - useful for multi-visit work like diagnosis, parts ordering, and final repair.

Q: What happens if I cancel a scheduled job?
A: The job status changes to "Cancelled" and the job badge on the ticket will reflect this. The job remains in the system for record-keeping but is no longer active.

Q: Can I see all unscheduled tickets at once?
A: Yes, use the "View: Unscheduled" filter on the Tickets tab to see only tickets that don't have jobs yet.