Skip to main content

Success Checklist: How to Schedule a Job

In this article we will show you how to schedule your jobs on the calendar.

Fred Pape avatar
Written by Fred Pape
Updated yesterday

How to Schedule a Job in SynkedUP

Once a job is marked Sold, it becomes available to schedule in SynkedUP. This article walks you through how to schedule both install jobs and recurring maintenance jobs using the Map & Routing calendar.


Accessing the Scheduling Calendar

  1. Navigate to Map & Routing from the left-hand menu.

  2. Choose your preferred calendar view:

    • Month View – See the entire month at a glance.

    • Week View – View a 7-day schedule.

    • Day View – See detailed daily scheduling information.

You can schedule jobs from any view.


Scheduling an Install Job

Step 1: Create an Event

  1. Click Create Event in the upper-right corner.

  2. You’ll see a list of all sold jobs that still have unscheduled work.

  3. You can:

    • Drag and drop the job onto a date on the calendar

    • Or click the job name to open the scheduling window

Both options open the scheduling pop-up.


Step 2: Select Work Areas

In the pop-up window, choose what you want to schedule:

  • Entire Job (all work areas)

  • Specific Work Area(s) only

Example:

  • Schedule the full install at once

  • Or schedule just the patio now and plantings later

Select the work areas you want to assign to this event.


Step 3: Set Start and End Dates

You can schedule the job in two ways:

Option A: Manually Set Dates

  • Choose a Start Date

  • Choose an End Date

  • Install jobs are typically set as All-Day Events

Option B: Use Estimated Man Hours (Recommended)

If you included estimated man hours when building the job:

  1. Enter the total estimated man hours

  2. Specify how many man hours per day your crew works

  3. Confirm your workdays (based on your schedule settings)

SynkedUP will automatically calculate the job duration for you.


Step 4: Assign Crew Members

  1. Select a Crew Lead

  2. Add additional team members if needed

Example:

  • Assign yourself as Crew Lead

  • Add another crew member to the same event

The job will be scheduled to the Crew Lead while still showing all assigned team members.


Step 5: Create the Event

Click Create Event.

The job will now appear on the calendar for the selected dates.
You can hover over the scheduled job to view details.


Scheduling a Recurring Maintenance Job

Maintenance jobs (like mowing) can be scheduled as repeating events.

Step 1: Create Event

  1. Click Create Event

  2. Select the maintenance job from the list


Step 2: Set Recurrence

  1. Choose a Start Date

  2. Select Repeat

  3. Choose frequency:

    • Weekly

    • Bi-weekly (enter 2 for every two weeks)

    • Monthly

    • Quarterly

  4. Set an End Date (if applicable)

If recurrence settings were configured when the job was created, you can simply select Set a Schedule and SynkedUP will automatically populate the recurring events.


Step 3: Assign Crew

  • Select a Crew Lead

  • Add additional team members if needed

Click Create Event to finalize.

The job will now appear on the calendar based on your selected recurrence pattern.


Understanding Scheduled vs. Unscheduled Work

If only part of a job is scheduled (for example, only the patio work area), the job will still show as Unscheduled because additional work areas remain unscheduled.

To check status:

  • Use the dropdown filter to view:

    • Unscheduled work

    • Scheduled work

This helps you quickly identify what still needs to be placed on the calendar.


Types of Scheduled Work in SynkedUP

  • Install Jobs – Multi-day, project-based work

  • Recurring Maintenance Jobs – Weekly, bi-weekly, monthly services

  • One-Off Services – Single maintenance visits or service calls

All are scheduled using the same Create Event workflow.


Quick Recap

To schedule a job:

  1. Go to Map & Routing

  2. Click Create Event

  3. Select the job

  4. Choose work areas

  5. Set start/end dates (or use man hours)

  6. Assign a crew lead and team members

  7. Click Create Event


If you have any questions about scheduling jobs in SynkedUP, reach out to our support team via the chat—we’re happy to help.


Did this answer your question?