Video Guides

Scheduling Work

Put jobs on the calendar and assign the right engineer without double-booking.

Jobs ยท 1:35

Video Coming Soon

This walkthrough will be published here shortly.

Introduction

Scheduling turns a job into a plan. This video shows how to place work on the calendar and keep the diary clear.

What you will learn

  • Open the schedule and pick a date
  • Assign an engineer to the job
  • Confirm the booking so the team can see it
0:38

Creating A Job

Learn how to create a job, add customer details and organise your first piece of work.
Watch
1:05

Updating Job Status

Move a job through the right statuses so everyone knows what is happening.
Coming Soon
1:15

Completing A Job

Close the job out properly so you can invoice and move on to the next booking.
Coming Soon

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