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
If you're manually scheduling a job because it can only be done on a certain day or at a certain time, consider adding advanced scheduling options to the job and using the automatic scheduling feature.
-
Go to the job using the jobs page or the customer page (see How do I view and manage jobs?)
-
Click on the menu icon to the right-hand side of the job and select
Schedule job
. -
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)
- Click
Schedule
.
Manually schedule multiple jobs
Using this method, you won't be able to schedule the jobs at specific times or make any one-time invoice adjustments.
-
Go to
Plan
>Jobs
. -
Click on the selection tool in the top-right corner.
- 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.
Use the filter on the right-hand side of the search bar to filter jobs by round or status to make this step easier.
-
Once you've selected the jobs you want to schedule, click on the menu icon in the top-right corner and select
Schedule jobs
. -
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)
- Click
Schedule
.