How do I automatically schedule jobs?
Ready to save time and make the most of your workday?
If you're wondering how this feature works, have a read of Organising work in getSoapy.
Go to
Plan
>Calendar
.Click the menu icon in the top-right corner and select the week you want to schedule.
- Click
Plan
in the bottom-right corner.
- In the
Plan your week
form:
- select which
Jobs to include
- toggle
Spread jobs
to keep all your workers busy throughout the week, or leave it to pack the work into the fewest days and workers possible - select your working days and hours and how long you want for a break
- leave the
Confirm scheduled jobs
toggle as it is to be able to review the schedule before confirming and notifying customers. Toggle the option to confirm the schedule now. - if you selected
Confirm scheduled jobs
you can toggleLimit which actions are triggered
if you don't want to send a notification to the customers
Click
Plan week
.Give us a minute or two, and getSoapy will confirm if any jobs couldn't be scheduled or fit into your working hours.
We recommend that you review your schedule one day at a time, the day before, so that you can make any necessary adjustments and be fully prepared for the next day.
Unless you selected Confirm scheduled jobs
, you'll need to manually confirm your schedule to notify your customers. Click Schedule
in the bottom-right corner to confirm all jobs for the selected week, or use the calendar icon at the top of the day's column to only confirm jobs for that day.