Step 5: How to Schedule a Job

Learn how to schedule a job in SynkedUP

Weston Zimmerman avatar
Written by Weston Zimmerman
Updated over a week ago

Any job this is marked as Sold and Active (active toggle applies to Service Tickets and Maintenance Contracts, for Projects it does not apply) can be scheduled on the calendar. The moment a job is marked as Sold, it will show up in the left sidebar of the calendar where it can be dragged on to the schedule.

See the video below to see the scheduling process in action

Step by Step:

Step 1:

Before we can schedule the job, we first need to make sure that it has been marked as sold. Go to Estimates on the main sidebar, and then search for the job that you want to schedule.

Step 2:

Turn on the toggle to mark the estimate as sold, and choose a scheduler to be notified. Then hit the green Save icon.

Step 3:

Now we're ready to schedule the job. Go to the Calendar in the main sidebar and search for the job you want to schedule.

Step 4:

Drag and drop the job to any date on the calendar. This will produce a popup where you can choose the dates for this job.

Step 5:

Assign a crew foreman. This will cause the job to show up on his schedule in the Mobile App. Next, choose a start date. Then you can either choose an estimated end date for the job, or you can enter the estimated man-hours per day. If you enter the manhours per day, the calendar will automatically schedule the number of days it will take to complete the project. Then hit the blue Update button.

This is what you get:

Congratulations! You've successfully scheduled a job!

The last step will show you what to do after the job is completed πŸ‘‰

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Step 5 (you are here)

If you have any questions, please click the blue chatbox in the lower right corner of your screen, and we will be happy to help.

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