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Work Orders and Scheduling

How jobs connect to the schedule, crew portal, crew PDF, and field execution.

Published · 5 min read

Overview

In Dirt Face, a job is the work order record. Schedule events on the calendar are the dated crew assignments for that job — what installers see in the field.

Job (work order) → Schedule event(s) → Crew Portal → Daily updates

Where in the app: Sidebar → Jobs and Schedule
Open: Jobs · Schedule


Jobs vs schedule events

RecordWhat it holds
JobCustomer, scope, checklist, materials, costing, invoices
Schedule eventDate, crew, time entries, photos, daily progress, material pick list

One job can have multiple schedule events (multi-day installs, phased work, return visits).

Parent jobs appear in the jobs list. Phase jobs (split children) are managed from scheduling and do not clutter the main jobs list.


Schedule a job

  1. Complete the pre-job checklist so status is Ready
  2. From the jobs list → row Schedule, or open Schedule and pick from Unscheduled jobs
  3. Assign crew, date, and duration
  4. For long installs, use phase splitting or multi-day scheduling

Status typically moves to Scheduled, then In Progress when crews start.

See Schedule overview and Assign crews.


Requires scheduling toggle

On job detail → Job info, turn off Requires Scheduling for:

  • Supply-only deliveries
  • Subcontractor work you track but do not dispatch
  • Jobs billed without a calendar event

These jobs skip the unscheduled jobs sidebar.


Crew Portal

Assigned schedule events appear in the Crew Portal. Crews can:

Office setup: Crew Portal setup.

Warning: Assign crews on the schedule before they arrive on site. Crew Portal only shows work assigned to that crew.


Crew job PDF

From job detail → Print, download a PDF packet for the field:

  • Customer and jobsite
  • Fence layout image (when linked to a fence quote)
  • Material list
  • Labor summary

Hand this to crews who prefer paper or offline reference.


Blocked jobs

When a crew marks a day blocked (weather, access issue, missing materials), the jobs list can show a blocked indicator. Review from row actions → View blocked jobs and follow up before rescheduling.