How to schedule a job

• How to schedule jobs using the Online Dashboard
• How to schedule jobs using the ServiceM8 iOS app
• Links to other relevant articles, including how to dispatch urgent jobs or allocate jobs for completion with a specific timeframe

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Scheduling jobs using the Online Dashboard

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To schedule a job from the job card:

1. Create a new job, or open an existing job.
2. Click Schedule.

3. In the Add Booking window, adjust the booking settings (staff member, duration, date, and time) as needed. As you adjust the settings, the smart booking suggestions will update with possible times.
4. Choose if you want to schedule the job yourself, or if you want to send the client a Booking Link to let them choose an available time.

• If you want to schedule the job yourself:
  1. Click the first suggested booking. You will see the staff member’s calendar in the pane on the right. If it’s not suitable, click bookings until you find one that works.
  2. Click Save Booking.

• If you want the client to choose an available time:
  1. Once you have adjusted the booking settings, click Booking Link.

2. An SMS message containing a link that lets a client choose a time will open. Click Send.

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To schedule a job from the Staff Schedules view:

1. From the Dispatch Board, click Staff Schedules. You can display schedules by day, week, 2 weeks, or month.

2. Find the job you want to schedule in the Jobs list.
3. Drag it to the desired staff member and time slot.
4. To adjust the duration of the appointment, drag the edge to lengthen or shorten as needed. (You can also double-click the job to edit the booking settings.)

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To schedule a job from the Calendar view:

1. From the Dispatch Board, click Calendar. You can display schedules by day, week, 2 weeks, or month.

2. Find the job you want to schedule in the Jobs list.
3. Drag it to the desired day and time.
4. Select your desired staff member and job duration, then click Save Booking.
   • Multiple bookings can happen in the same time slot. Each staff member will have their own colour on the calendar display.

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Scheduling jobs 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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Other relevant links

• How to dispatch urgent jobs
• How to allocate jobs for completion within a certain timeframe
• How to create recurring jobs
• How to schedule a job to more than one staff member

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