Overview
Schedule is your dispatch board — assign crews to jobs, block time off, track field progress, and review crew updates from one calendar.
Before scheduling, set up crews under Business Settings → Manage Team → Crews. Jobs must be Ready (pre-job checklist complete) and have Requires Scheduling enabled to appear in the unscheduled jobs sidebar.
Where in the app: Sidebar → Schedule
Open: Schedule
Typical path
Set up crews → Open Schedule → Drag job to crew lane → Confirm dates → Crew executes → Review queue
See Schedule workflow.
Main areas
| Area | Purpose |
|---|---|
| Calendar | Month, week, or day view with crew lanes |
| List / Map | Alternate views for events and jobsite locations |
| Unscheduled jobs sidebar | Ready jobs waiting for a date (crew view only) |
| Review queue | Crew completions and daily updates needing manager review |
| Toolbar | Schedule Crew, Weather Delay, crew filter |
Reference guides
- Schedule workflow — end-to-end from crew setup to review
- Calendar overview — views, filters, display modes
- Assign crews — create crews in Business Settings and assign on the calendar
- Schedule jobs — drag-and-drop, multi-day scheduling, unified modal
- Review and field updates — review queue, blocked days, manager approval
- Time off and delays — time off, other events, weather delay
Scheduling defaults
Work week, holidays, default start time, and default calendar view come from Business Settings → Default Values → Default Settings. See Quote defaults.