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: Additional notes about the work (optional, up to 5,000 characters)

Assignment Options

You can assign jobs to:

• Team members: Employees in your company with BlueClerk accounts
• Subcontractors: Independent contractors on your roster

Note: BlueClerk validates assignments - you can only assign team members and subcontractors that belong to your company. Invalid assignments will be rejected.

Google Calendar Integration

If you have Google Calendar connected:

• Scheduled jobs automatically create calendar events
• Updates to scheduled date or assigned member sync to the calendar
• Deleting or canceling a job removes the calendar event

This keeps your team's calendars in sync with your job schedule automatically.

Editing a Scheduled Job

Changing Schedule Details

1. Open the job you want to update
2. Click "Edit" or the edit icon
3. Update any field:
   • Scheduled date
   • Assigned team member
   • Assigned subcontractor
   • Job description
4. Click "Save"

Calendar sync: If you change the scheduled date or assigned member, the Google Calendar event updates automatically to reflect the changes.

Reassigning Work

You can reassign a job from one person to another:

• Change assigned member: Reassign to a different employee
• Change assigned subcontractor: Switch to a different subcontractor
• Switch between member and subcontractor: Clear one and assign the other

Only one assignment type can be active at a time - you can't assign both a team member and subcontractor to the same job.

Best Practices

When to Schedule

Schedule jobs when:

• The customer has confirmed a date
• You've checked your team's availability
• You know who will do the work
• Parts are available (if needed)

Schedule Realistically

• Leave buffer time between jobs
• Account for travel time
• Consider job complexity
• Don't overbook your team

Communicate Changes

When you update a job schedule:

• The assigned person is notified automatically
• Calendar events update in real-time
• Let the customer know if dates change

Tips

• Assign work as soon as you schedule - Don't leave jobs unassigned
• Use descriptions for special instructions - Note access codes, parking, or prep work needed
• Check calendars before scheduling - Avoid double-booking your team
• Update promptly if things change - Keep everyone in sync

Questions

Q: What happens if I assign an invalid team member? A: BlueClerk validates all assignments. You'll see an error if you try to assign someone who doesn't belong to your company or doesn't exist in your roster.

Q: Can I assign both a team member and subcontractor to the same job? A: No, you can only assign one person at a time - either a team member OR a subcontractor, not both.

Q: What if I don't have Google Calendar connected? A: Jobs still schedule normally - you just won't get automatic calendar events. You can connect Google Calendar anytime in Settings > Integrations.

Q: How long can job descriptions be? A: Descriptions can be up to 5,000 characters - plenty of room for detailed notes about the work, customer requests, or special instructions.

Q: What happens to the calendar event if I delete a job? A: If you have Google Calendar connected, the calendar event is automatically deleted when you remove or cancel the job.