Schedule a booking

Scheduling information is stored on the booking and is visible in the Jobs / bookings workspace and calendar.

How to schedule work

1. Open Jobs / bookings.
2. Open the booking you need to plan.
3. Select Edit and enter the scheduled start and end details that apply to the work.
4. Select the crew or employees when assignments are ready.
5. Save the booking.
6. Use Open Calendar from Jobs / bookings to review scheduled work.

Tips

• Keep the customer property accurate before scheduling the booking.
• Use the booking status to distinguish work that is awaiting scheduling from work that is scheduled or in progress.