install scheduling How to Schedule an Install Job

The scheduling feature allows for simple but powerful scheduling of your jobs and gives you access to view your workday at a glance. The scheduling feature will allow you to:

  • Build daily, weekly & monthly recurring schedules with just a few taps.
  • Assign work to Crew Leads.
  • Easily view where your employees are assigned.
  • Track the work that’s been completed, skipped, or adjusted via the sync with timesheets.

How to schedule Non-recurring Jobs

Once you have created a Job and added your services, now it’s time to schedule. For non-recurring jobs such as Design-Build/Install projects whereby you may complete a job over a period of time or on a specific date, you can follow the steps below:

  1. Select the Schedule button from the navigation pane.
  2. Tap on the +SCHEDULE button. 
  3. Select the Job and Services you wish to schedule and click on SCHEDULE.    
  4. This will take you to the Scheduler which will help you build your schedule by asking a series of question prompts. Click Next after you have selected the answers for a prompt.
  5. For all non-recurring/Install jobs, select Date Range to answer the first question prompt.


  6. Fill in your start date, days you are working on this job, end date, estimated time to be spent on each visit, crew-lead, and hit SAVE.

You have successfully scheduled your non-recurring job!




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