Schedule a job and assign it
Put a time and a person against work that has been agreed.
Written 30 September 2026
What is said in this recording
A job is work that is going to happen. Most are created for you when a quote is accepted or an appointment is booked; you can also add one directly. Scheduling it puts it in somebody's diary and on their jobs board.
Step by step
- 1
Go to Jobs and open the one you want.
- 2
Press Schedule.
- 3
Set the start and end.
The end sizes the slot in the diary and protects the time either side of it.
- 4
Choose who it is assigned to.
You are warned if the time clashes with something already in their diary, falls outside their working hours, or leaves too little time to drive from the job before it. It is a warning, not a block — you know your business.
- 5
Save.
The person assigned is emailed and it appears on their jobs board straight away.
Worth knowing
Check availability before you promise a time
The availability view shows who is free when, with the travel between existing jobs already taken into account, so you are not booking somebody an hour's drive apart from their previous job.