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.

Important: Job dates and times are always interpreted in your company's configured timezone, not your device's timezone. This ensures that a dispatcher in one timezone and a technician in another both see the same scheduled time. For example, if your company is based in Texas (Central time) and you schedule a job for 2:00 PM, it will always show as 2:00 PM Central - even if you're viewing it from a device set to Manila time.

Understanding Time Slots

BlueClerk supports the following time slot types for calendar events:

• AM (8:00 AM–12:00 PM) — Morning appointments without a specific time
• PM (12:00 PM–5:00 PM) — Afternoon appointments without a specific time
• Specific Time — Exact appointment time (for example, 2:30 PM). When you choose Specific Time you can pick both a START and END time.
• All-Day / Not Specified — No specific time slot

What's changed (recent update)

• Preserve ticket assignment on schedule: When a ticket that was dispatched to a subcontractor is scheduled, the original subcontractor assignment is preserved. Scheduling will not remove or replace that assignee unless you explicitly change the assignment.
• Simplified Specific Time selection: The Specific Time flow was simplified. You now pick START and END using a compact 12‑hour time picker (hour / minute / AM‑PM) with a clear button to remove a specific time. Editing a job will preserve the original AM/PM bucket or specific-time choice unless you actively change it — saving without touching the time no longer converts AM/PM buckets to a midnight specific time.

How To

1. Open the ticket or job you want to schedule.
2. Click "Schedule" (or "Edit" then the schedule fields).
3. Pick a scheduled date. Dates are validated against your company timezone.
4. Choose a time slot type:
   • Select "AM" or "PM" for a loose morning/afternoon window.
   • Select "Specific Time" to pick exact START and END times.
   • Leave as "Not Specified" for an all‑day or unscheduled appointment.
5. If you chose Specific Time:
   • Use the START time picker to select hour, minute, and AM/PM.
   • Use the END time picker to select the job end time.
   • Use the clear (X) control to remove a specific time if you want to fall back to AM/PM or Not Specified.
6. Select the technician, subcontractor, or crew to assign the job. If the ticket was already assigned to a subcontractor, that assignment will be retained when you schedule.
7. Save. Notifications are sent automatically to the assigned technician/subcontractor based on your company notification settings.

Tips

• If a ticket was dispatched to a subcontractor, scheduling it will keep that subcontractor as the assignee. To change the assignee, explicitly reassign the ticket before or after scheduling.
• When editing a job, you don't need to touch the time fields to preserve the original time type. The system remembers your previous choice (AM/PM/specific) and only changes it when you actively select a different option.
• Use Specific Time START and END when you need to block a technician's schedule for an exact interval; otherwise AM/PM is sufficient for "morning" or "afternoon" slots.
• All scheduling and saved times are anchored to your company's timezone. Confirm your company timezone in Settings if times appear off.

Questions

Q: If a ticket is dispatched to a subcontractor, will scheduling it reassign or remove that subcontractor? A: No. Scheduling preserves the existing subcontractor assignment. The assignee remains unchanged unless you explicitly reassign the ticket.

Q: How do I set an end time for a specific appointment? A: Choose "Specific Time" and use the END time picker to set the end time. Both START and END are selected in a compact 12‑hour picker (hour, minute, AM/PM).

Q: I opened a job scheduled as "AM" and saved without changing times — why did it previously become a midnight specific time? A: That was a bug that converted AM/PM buckets to a midnight specific time when saving without edits. The scheduler now preserves the original AM/PM bucket when you save without changing the time fields.