Help center / Running your jobs

How to schedule jobs and use the calendar

Give a job a planned start date and it shows up on the calendar. Your customer sees the date on their quote, and you can text it to them.

Steps

  1. Set a planned start date in the quote builder, or later in the Start date card on the quote page. Add a planned end date if you want one.
  2. Open the Calendar tab to see every scheduled job as a bar from its start to its end, one colour per job.
  3. Use the arrows to move to another month, and Today to come back.
  4. Tap a bar for its details, or tap a day to see what is on it. For today or a future day, tap Start a quote for this day to open a new quote with that start date filled in.
  5. To tell the customer, use the button under the date to text them the saved start date. If you move it later, the text says it has moved.

Good to know

  • Solid bars are accepted jobs. Outlined bars are quotes that are not accepted yet.
  • A job with no start date isn't on the calendar. A note counts how many open jobs have none.
  • Settings has online scheduling: after accepting, your customer can pick a start date from the days you leave open.
  • Dates are calendar days, so a job never slips a day because of a time zone.

Questions

Can I change a date from the calendar?
Yes. Tap a job's bar and use the date forms in its details.
Can a job start in the past?
A job that is already under way can have a start date in the past. A quote that is not accepted yet can't.

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