> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to schedule a job

> Learn how to schedule a job in ServiceM8.

<iframe src="https://fast.wistia.net/embed/iframe/rd5h1s6kmm?web_component=true&seo=false" width="100%" height="400" frameBorder="0" allowFullScreen />

There are many ways to schedule jobs in ServiceM8. This article reviews:

* How to [schedule jobs using the Online Dashboard](#scheduling-jobs-using-the-online-dashboard)
* How to [schedule jobs using the ServiceM8 iOS app](#scheduling-jobs-using-the-servicem8-mobile-app)
* [Links to other relevant articles](#other-relevant-links), including how to dispatch urgent jobs or allocate jobs for completion with a specific timeframe

## Scheduling jobs using the Online Dashboard

ServiceM8 booking suggestions make it easy to [schedule a job directly from the job card](#to-schedule-a-job-from-the-job-card) at any time. However, you can also schedule jobs from the Dispatch Board using [the Staff Schedules view](#to-schedule-a-job-from-the-staff-schedules-view) and [the Calendar view](#to-schedule-a-job-from-the-calendar-view).

### To schedule a job from the job card:

1. Create a new job, or open an existing job.

2. Click **Schedule**.

[<img src="https://mintcdn.com/servicem8/DG-LHZj3gEvtKSVX/images/009-220-861-medium-dfef6502-530a-479b-8697-d833cff25f1d.png?fit=max&auto=format&n=DG-LHZj3gEvtKSVX&q=85&s=57154721f01e2d87babc4342111461ee" alt="schedule icon on job card" width="855" height="330" data-path="images/009-220-861-medium-dfef6502-530a-479b-8697-d833cff25f1d.png" />](/images/009-220-861-dfef6502-530a-479b-8697-d833cff25f1d.png)

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](/help-center/desktop/more-on-the-online-dashboard/how-sms-booking-links-work) 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**.

<img src="https://mintcdn.com/servicem8/DG-LHZj3gEvtKSVX/images/009-220-863-b404d589-f70d-42ba-b4ee-72eeef388905.png?fit=max&auto=format&n=DG-LHZj3gEvtKSVX&q=85&s=6832059d0f5052b380720af33a97804b" alt="add booking window" width="715" height="513" data-path="images/009-220-863-b404d589-f70d-42ba-b4ee-72eeef388905.png" />

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

<img src="https://mintcdn.com/servicem8/DG-LHZj3gEvtKSVX/images/009-220-865-fc836314-d474-4d8b-9643-1f1582d8ddbf.png?fit=max&auto=format&n=DG-LHZj3gEvtKSVX&q=85&s=dde8b9693036d9a90169f91c88f92d01" alt="booking link on job card" width="729" height="134" data-path="images/009-220-865-fc836314-d474-4d8b-9643-1f1582d8ddbf.png" />

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

<img src="https://mintcdn.com/servicem8/DG-LHZj3gEvtKSVX/images/009-220-867-c0d08ff1-6e47-4c13-aacc-ff91c7508c42.png?fit=max&auto=format&n=DG-LHZj3gEvtKSVX&q=85&s=561d14f5a2936839ad6a4aa1ecd10c95" alt="SMS template for booking link" width="362" height="506" data-path="images/009-220-867-c0d08ff1-6e47-4c13-aacc-ff91c7508c42.png" />

Upon opening the link, the client can choose a time that meets your booking settings. ServiceM8 will update the job diary and staff member's lists accordingly.

<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-044-119-eaaebaa8-78b5-4ff1-9e62-afaae3f70236.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=2ad1564311de873bc53469b588047d0d" alt="client-facing booking window" width="760" height="885" data-path="images/005-044-119-eaaebaa8-78b5-4ff1-9e62-afaae3f70236.png" />

### 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.

[<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-220-869-medium-39ad2d87-68ea-428b-99fd-493a1e2e4db3.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=1d755635e9357986820ec83563708f7e" alt="staff schedules on dispatch board" width="855" height="149" data-path="images/009-220-869-medium-39ad2d87-68ea-428b-99fd-493a1e2e4db3.png" />](/images/009-220-869-39ad2d87-68ea-428b-99fd-493a1e2e4db3.png)

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.)

[<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-220-871-medium-6c9224a1-ac1b-4466-9ff5-bf20e15e36c3.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=bd6bd073529446279a50fd75f9c78c5b" alt="scheduling and resizing a job" width="855" height="221" data-path="images/009-220-871-medium-6c9224a1-ac1b-4466-9ff5-bf20e15e36c3.png" />](/images/009-220-871-6c9224a1-ac1b-4466-9ff5-bf20e15e36c3.png)

**TIP:** Rather than drag a job over, you can also click and drag on a staff member's available time slot to schedule a job (existing or new).

### 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.

[<img src="https://mintcdn.com/servicem8/vYP9CzxmeeG01_W0/images/009-220-873-medium-05d09da1-76e4-48a1-b722-61c9f0bd921d.png?fit=max&auto=format&n=vYP9CzxmeeG01_W0&q=85&s=5a5ebee8e51c71e00c44e8ed06f78b3f" alt="calendar on Dispatch Board" width="855" height="148" data-path="images/009-220-873-medium-05d09da1-76e4-48a1-b722-61c9f0bd921d.png" />](/images/009-220-873-05d09da1-76e4-48a1-b722-61c9f0bd921d.png)

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.

**TIP:** In Calendar view, you can also click and drag down an available time slot to schedule a job and assign a staff member.

## Scheduling jobs using the ServiceM8 iOS app

ServiceM8 booking suggestions make it easy to [schedule a job directly from the job card](#to-schedule-a-job-from-the-job-card) using your iPhone or iPad. If you are using an iPad, you can also [schedule jobs from the Schedule tab](#to-schedule-a-job-from-the-schedule-tab--ipad-only).

### 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**.

<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-817-06ec5496-eab1-4941-a005-9e9ca0c79ebd.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=84aae192446186d495e94ab38715f3c6" alt="adding a booking from the job card" width="342" height="679" data-path="images/005-047-817-06ec5496-eab1-4941-a005-9e9ca0c79ebd.png" />

The Job Booking window will open. You can choose from the suggestions, or use the parameters to narrow suggestions to a specific staff member, time, or date.

**To use a suggested time & staff member:**

1. Under *Suggestions*, tap your preference.

<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-821-48a3e702-9a6e-4b57-8b97-49026e44ce7c.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=619df3942642b1a7f9d824be96f530da" alt="earliest available booking" width="342" height="681" data-path="images/005-047-821-48a3e702-9a6e-4b57-8b97-49026e44ce7c.png" />

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**.

<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-825-445d954f-5750-4ab9-bf36-cb3a8aff9f26.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=fbec09e7be81433af706de5cc71bf573" alt="booking represented in staff member calendar" width="342" height="681" data-path="images/005-047-825-445d954f-5750-4ab9-bf36-cb3a8aff9f26.png" />

**If you or your client have a preferred staff member, time, or date:**

1. Tap **Date** or **Time** and populate accordingly.

2. Under *Suggestions*, tap your preferred opening for an appropriate staff member.

<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-829-3e7bacfc-44fe-4ad4-bba2-c4d4f1651a94.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=6cea6fa30448fc1d3f64fd02cf1ea9de" alt="suggestions with booking parameters" width="340" height="678" data-path="images/005-047-829-3e7bacfc-44fe-4ad4-bba2-c4d4f1651a94.png" />

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**.

### 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**.

[<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-839-medium-930d8344-ea2f-4622-9ae7-572cf189a7f4.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=abfab07a8899cfed48140f076f2814d9" alt="schedule tab on iPad" width="855" height="642" data-path="images/005-047-839-medium-930d8344-ea2f-4622-9ae7-572cf189a7f4.png" />](/images/005-047-839-930d8344-ea2f-4622-9ae7-572cf189a7f4.png)

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.

[<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-843-medium-d895e224-712e-4f5b-b3c8-d5ee0c058dea.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=eb25ef09cc1d203af4a4607a59074a91" alt="job booking window" width="855" height="322" data-path="images/005-047-843-medium-d895e224-712e-4f5b-b3c8-d5ee0c058dea.png" />](/images/005-047-843-d895e224-712e-4f5b-b3c8-d5ee0c058dea.png)

[<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-845-medium-d690e6f9-1d79-4dcf-84b0-f6b2c5d6745d.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=cae0845d60d6d370a370be7467d8e8e4" alt="search for job on iPad" width="855" height="642" data-path="images/005-047-845-medium-d690e6f9-1d79-4dcf-84b0-f6b2c5d6745d.png" />](/images/005-047-845-d690e6f9-1d79-4dcf-84b0-f6b2c5d6745d.png)

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**.

[<img src="https://mintcdn.com/servicem8/rcQ0lCiyxGNPzNCt/images/005-047-849-medium-f22b3cb4-c350-4c71-a33a-371b77dc8a2a.png?fit=max&auto=format&n=rcQ0lCiyxGNPzNCt&q=85&s=f1ee138ab560ff8306dd2fd9ec49a9bb" alt="job booking window with suggestions" width="855" height="642" data-path="images/005-047-849-medium-f22b3cb4-c350-4c71-a33a-371b77dc8a2a.png" />](/images/005-047-849-f22b3cb4-c350-4c71-a33a-371b77dc8a2a.png)

**TIP:** From the Schedules tab, you can also tap and hold on an available time for a staff member to open the **Job Booking** window for that time slot and staff member.

## Other relevant links

Click the following links to learn more about:

* How to [dispatch urgent jobs](/help-center/desktop/more-on-the-online-dashboard/how-to-dispatch-urgent-jobs)
* How to [allocate jobs for completion within a certain timeframe](/help-center/desktop/more-on-the-online-dashboard/how-to-allocate-jobs-in-booking-windows)
* How to [create recurring jobs](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-do-i-create-a-recurring-job)
* How to [schedule a job to more than one staff member](/help-center/desktop/faq/team-scheduling-how-to-schedule-multiple-staff-members-to-the-same-job)

***

## Related articles

<Columns cols={2}>
  <Card title="How to create a job" icon="arrow-right" href="/help-center/desktop/basics/how-to-create-a-job" horizontal />

  <Card title="Dispatch Board - Overview" icon="arrow-right" href="/help-center/desktop/basics/dispatch-board-overview" horizontal />

  <Card title="How to dispatch urgent jobs" icon="arrow-right" href="/help-center/desktop/more-on-the-online-dashboard/how-to-dispatch-urgent-jobs" horizontal />

  <Card title="How to allocate jobs in booking windows" icon="arrow-right" href="/help-center/desktop/more-on-the-online-dashboard/how-to-allocate-jobs-in-booking-windows" horizontal />
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