The normal workflow is to create a job, mark it as sold, and then go to the Calendar to schedule it. But sometimes it happens that the job you were just working with doesn't show up. Here's what to check if that happens.
Additionally, it's important to know when to use the calendar effectively. The calendar is essential for scheduling visits, maintenance jobs, and events. For instance, visits for maintenance jobs must be manually created and scheduled to appear at the correct time.
Step by Step:
Step 1:
First of all, go to the estimate and make sure your job is marked Sold.
Next, go to the Calendar and check your Division filters. If you are trying to schedule a Maintenance job, for example, and the Maintenance toggle is turned off, your job won't show up.
Step 2:
By default, the Calendar shows only Unscheduled jobs in the left column. If you want to find a job you've already scheduled previously, make sure you turn on the Scheduled toggle.
Step 3:
Last of all, make sure that there isn't any text in the search bar preventing your job from showing.
If this didn't clear it up for you, send us a message in the blue chat box in the lower right-hand corner!