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
Navigate to Map & Routing from the left-hand menu.
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
Click Create Event in the upper-right corner.
You’ll see a list of all sold jobs that still have unscheduled work.
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:
Enter the total estimated man hours
Specify how many man hours per day your crew works
Confirm your workdays (based on your schedule settings)
SynkedUP will automatically calculate the job duration for you.
Step 4: Assign Crew Members
Select a Crew Lead
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
Click Create Event
Select the maintenance job from the list
Step 2: Set Recurrence
Choose a Start Date
Select Repeat
Choose frequency:
Weekly
Bi-weekly (enter 2 for every two weeks)
Monthly
Quarterly
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:
Go to Map & Routing
Click Create Event
Select the job
Choose work areas
Set start/end dates (or use man hours)
Assign a crew lead and team members
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.
