If a job isn't showing up where you expect in Scheduling — or it's missing from both the Unscheduled and Scheduled lists — it's almost always one of the six things below. They're listed from most common to least.
1. The work areas haven't been approved
Marking a job Sold isn't enough on its own. Each work area also has to be Approved before it can be scheduled. If none of the work areas on the job are approved, the job won't show up in Add to Schedule at all.
A work area gets approved one of two ways:
Your customer approves it when they accept the proposal, or
You approve it manually: open the job, go to the Plan view, click to edit the work area, and turn on Approved.
If only some work areas are approved, only those will be available to schedule.
2. The job isn't marked Sold
Jobs only appear in Scheduling once they're marked Sold. If the job is still a Lead or Estimate, it won't show up anywhere in the scheduling list. Open the job's Details tab and confirm the status is Sold.
3. The job is Sold but not Active (service tickets and maintenance jobs only)
Symptom: your install/project jobs show up in Add to Schedule, but your maintenance jobs or service tickets don't.
Service tickets and maintenance jobs have a second toggle, Active, right next to Sold. They must be both Sold AND Active to show up in the Unscheduled list. Projects don't have this toggle, so you can skip this check for installs.
To fix it: open the service ticket or maintenance job, turn on Active next to Sold, and save. (What's the difference between Sold and Active?)
Think you have more than one like this? There isn't a list or filter for jobs that are Sold but not Active, so you'll need to open each maintenance job or service ticket and check its toggles.
4. Some work areas haven't been scheduled yet
A job stays in the Unscheduled list until every work area on it is on the calendar. Even one work area without a date keeps the whole job there. That's on purpose — it's how SynkedUP shows you there's still work left to schedule.
To see which work areas still need a date:
Go to Scheduling and click Add to Schedule.
Click the job in the Unscheduled list.
The pop-up shows which work areas are already scheduled and which still need a date.
Place the remaining ones on the calendar.
5. Your filter is set to Unscheduled (but the job is already scheduled)
The Add to Schedule list shows only Unscheduled work by default. If you're looking for a job that's already on the calendar, switch the dropdown to Scheduled.
6. The job or work area was manually marked "Scheduled"
Symptom: the job isn't on the calendar, but it's also missing from both the Unscheduled and Scheduled lists.
This happens when someone manually switches on the Scheduled field on the job's Details page or the Edit Work Area screen. SynkedUP then thinks the job is scheduled even though nothing is on the calendar.
To fix it: set that field back to unscheduled on the Details page or Edit Work Area screen. The job will reappear in Add to Schedule, and you can place it on the calendar from there.
Tip: leave the Scheduled field alone. It marks itself automatically when you actually put the job on the calendar.
What does "Approved visits" mean?
You may see an Approved visits count on a job. This has nothing to do with scheduling. Approving a visit (from the job's Visits page) is an optional way for management to double-check that a completed visit was recorded accurately. It isn't required, and a count of 0 won't keep a job off the schedule.
Job not showing in the mobile app?
The same checks apply to the mobile app: work areas approved, job Sold (and Active for service tickets and maintenance jobs), and actually placed on the calendar. If everything looks right on desktop but the mobile app is still missing the job, log out of the app, fully close it, and log back in. That usually clears a sync delay.
Still can't find your job? Reach out in the chat — we're happy to take a look.