Every way of booking a job opens the same sheet: Schedule from a list row, the Ready to schedule tile, dragging in Month, the job page, or a stop on the board. It has three steps and shows what will happen before anything happens.
Step 1: Date
- Choose the Day.
- Set the Start time if you know it.
- Set how many days the job runs, or when it Finishes. A one-day job says so.
Step 2: Crew
If you pick no crew the job shows under Needs crew.
- Tap the people who go.
- The list shows who is Free first, then who has done this trade, then who is nearby.
- A busy person can still go. It warns and never blocks.
- Someone without an app login is flagged so you can tell them yourself.
Step 3: Confirm
Confirm shows what changes and who hears about it.
Tap Schedule. If more jobs are ready, the button reads Schedule and goes to the next ready job.
- Checks: a deposit not yet collected, a field verify not done, an order not placed or a job on hold. Collect, Waive, Verify or Resume right there.
- Crew pushes: who gets a push.
- The customer text, word for word, with a switch. It says if the customer has no mobile number or customer texts are off.
- A reason, if the finish moves into a later month.
Texts and the trial
Customer texts are part of paid plans. During your free trial the customer is told by email.
Pro tip: Read the customer text before you turn it on. It is exactly what they get.