Schedule Jobs

Overview

Scheduling connects ready jobs to crew calendar events. Use the sidebar, drag-and-drop, or the scheduling modal.

Where in the app: Schedule → unscheduled jobs sidebar or Schedule Crew
Open: Schedule

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Unscheduled jobs sidebar

Visible in Calendar mode on the crew schedule (right side on desktop; FAB on mobile).

Each card shows:

• Customer name and jobsite address
• Fence type (when from a quote)
• Estimated days or hours
• Phase badge for split phase jobs

Actions

• Drag onto a crew lane to start scheduling
• Click to open job detail preview
• Badge count includes unscheduled jobs plus review queue items

Jobs missing from the sidebar usually need checklist completion or have Requires Scheduling turned off on job detail.

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Drag-and-drop

1. Grab a job card from the sidebar
2. Drop on a crew row at the desired date/time
3. The unified scheduling modal opens with crew and slot pre-filled
4. Adjust days, times, and crew per day
5. Save

You can also drag existing events to reschedule (validation warns about conflicts and past dates).

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Unified scheduling modal

Modes:

• Schedule — new job from sidebar or drop
• Edit — change existing multi-day schedule

Phase jobs show a purple Phase badge and schedule independently from the parent job.

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Schedule Crew menu

Click Schedule Crew (or an empty calendar slot) for three options:

See Time off and delays.

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From the jobs list

Jobs list → row Schedule opens Schedule with that job focused for faster dispatch.

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After scheduling

• Job status updates toward Scheduled / In Progress
• Events appear on the crew lane and in Crew Portal
• Review queue fills as crews submit updates

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Related

• Assign crews
• Calendar overview
• Job workflow