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
Manually schedule multiple jobs
Manually schedule jobs from a round

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 Block day to avoid any other jobs being assigned to the selected user that day (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

Click Schedule.

To take the date off a job that's already scheduled, select Unschedule job from the same menu and click Unschedule.
Toggle Limit which actions are triggered if you don't want to send the customer a notification.

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 Tools > Plan > Jobs.
Tap and hold on a job (or click the menu icon in the top-right corner and select Select jobs), then tap the other jobs you want to schedule. You can also use Select All at the bottom of the page to select all of the jobs currently displayed (see multi select tool).

Use the saved search options or filter at the top of the page to make this step easier. Using the `Select All` checkbox will only select the filtered results.

Bulk select multiple jobs

Once you've selected the jobs you want to schedule, click on the bulk Actions menu icon 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)

Scheduling jobs form

Click Schedule.

Manually schedule jobs from a round

Using this method, jobs will be scheduled in the order they appear in the round. You won't be able to schedule the jobs at specific times or make any one-time invoice adjustments.

Go to Tools > Plan > Rounds.
Click the menu icon to the right of the round you want to schedule, or select the round and click the menu icon in the top-right corner and select Schedule jobs.
In the Schedule round 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)
by default, all job statuses are selected. Deselect any job statuses you don't want to schedule (i.e., jobs that are not due)
toggle Limit which actions are triggered if you don't want to send a notification to the customers (optional)

Schedule round form

Click Schedule.