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Scheduling
Schedule and dispatch a job
Use the schedule board or job form to put work on the calendar and assign it to a technician.
Calendar, dispatch, and technician assignment workflows.
Steps
- 1Open Schedule to see the monthly calendar and dispatch board.
- 2Create a new job or open an existing unscheduled job.
- 3Choose a scheduled start and end time.
- 4Assign the job to the right technician so it appears in the tech portal.
Tip
The technician portal only shows jobs assigned to the signed-in technician unless the user is an admin or owner.
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