Scheduling

Assign jobs to your team and manage everyone's schedule.

Assigning Jobs

From the Job

1. Open the job
2. Click Assign
3. Select the team member
4. Set the scheduled date (optional)
5. Click Save

From the Schedule View

1. Go to Schedule
2. Click and drag a job to a team member's row
3. Drop it on the date you want

Schedule View

Go to Schedule to see everyone's workload:

• Day view — Today's jobs per person
• Week view — Weekly overview
• Month view — High-level planning

Colour Coding

Jobs are coloured by stage:

• Blue — New/upcoming
• Yellow — In progress
• Green — Complete
• Red — Overdue

Rostering

Set team availability:

1. Go to Schedule → Roster
2. Click on a team member's row
3. Set their working days and hours
4. Add leave or unavailable days
5. Click Save

When scheduling jobs, you'll see who's available.

Recurring Schedules

For regular jobs (e.g., weekly maintenance):

1. Open the job
2. Click Make Recurring
3. Set the frequency:
   • Daily
   • Weekly
   • Fortnightly
   • Monthly
4. Set the end date (or ongoing)
5. Click Save

Future jobs are created automatically.

Notifications

Team members receive notifications when:

• A job is assigned to them
• A scheduled date changes
• The job is due soon

Configure in Settings → Notifications.

Mobile Access

Team members can see their schedule in the mobile app:

• View assigned jobs
• Check today's schedule
• Update job status on site