How do I manually schedule jobs?

If you arrange with a customer to come on a specific date, or want more control over your work schedule, here's how to manually schedule jobs.

Manually schedule an individual job

  1. Go to the job using the jobs page or the customer page (see How do I view and manage jobs?)

  2. Click on the menu icon to the right-hand side of the job and select Schedule job.

  3. In the Schedule job form:

  • click to select a date to schedule the job for or use one of the handy buttons to schedule the job within the next five days (required)
  • toggle Set a time for the job and click to select a time (optional)
  • if you have additional users, use the Assign to field to select who will do the job (optional)
  • toggle One-time invoice adjustment to charge a different rate (more, or less) on this occasion (optional)
  • toggle Limit which actions are triggered if you don't want to send a notification to the customer (optional)

Schedule job form

  1. Click Schedule.

Manually schedule multiple jobs

  1. Go to Plan > Jobs.

  2. Click on the selection tool in the top-right corner.

Bulk select icon

  1. Use the individual checkboxes on the left-hand side to select which jobs you want to schedule, or use the checkbox at the top of the list to select all.

  1. Once you've selected the jobs you want to schedule, click on the menu icon in the top-right corner and select Schedule jobs.

  2. In the Scheduling jobs form:

  • click to select a date to schedule the jobs for or use one of the handy buttons to schedule the jobs within the next five days (required)
  • if you have additional users, use the Assign to field to select who will do the jobs (optional)
  • toggle Limit which actions are triggered if you don't want to send a notification to the customers (optional)
  1. Click Schedule.