How to schedule a job using the ServiceM8 iOS app

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To schedule a job from the job card:

1. Tap Jobs and find the job you would like to schedule. Tap the job to open its job card.
2. Scroll down and tap Add Booking.

1. Under Suggestions, tap your preference.

2. You will see the job against the staff member’s calendar. (You can tap it again if you want to expand the calendar view.)
   • If you are not satisfied, tap another suggestion.
   • If you are satisfied, tap Book.

1. Tap Date or Time and populate accordingly.
2. Under Suggestions, tap your preferred opening for an appropriate staff member.

3. You will see the job against the staff member’s calendar.
   • If you are not satisfied, tap another suggestion.
   • If you are satisfied, tap Book.

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To schedule a job from the Schedule tab (iPad only):

1. Tap Schedule.
   • Navigate between days by swiping or by using the left and right arrows, or tap the date heading to bring up a calendar to jump to a date.
2. Tap Schedule Job.

3. The Job Booking window will open. Tap Job.
   • You can search for a job, or select a job from a job filter or queue.
4. Find and tap the job you want to schedule.

5. Use booking suggestions to book the job to the earliest available opening, or to a specific staff member, time, or date. When you are satisfied, tap a suggestion, then tap Book.

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Allocating a job to a specific staff member

1. From the Job Booking window, tap Allocate.
2. Tap the desired fields to specify booking information.
   • Staff Member and Booking Window must be completed to allocate a job.
   • You can also specify estimated duration, date, and expiry date (if the job is not completed by the expiry date, the allocation disappears).
3. Tap Book.

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