How to schedule a job in the JobSheet diary
Steps
- Open the job sheet (from Job Sheets, Customers, or Dashboard).
- On the Office tab workflow step Schedule, set Job date and time (UK local date and time picker).
- Tick one or more people under Assigned to (in the schedule step or Advanced edit). The schedule filters by assignee when you view Mine.
- Choose Save schedule.
- Open Work Schedule to see the job on the correct Mon–Sun day. Use Dashboard for today’s timeline.
On a wide desktop screen, Work Schedule can show a day × colleague planner grid so you compare who is booked on each day. Add colleague columns from the schedule header when you need more than one view.
Tips
- Jobs without a schedule still appear in lists; the calendar export uses created time when no start time is set.
- Move times when a visit slips: edit the same job sheet rather than creating a duplicate.
- For regular repeat visits (weekly cleans, fortnightly checks), use Repeat when creating a job sheet instead of duplicating manually. See Create recurring job sheets.
Related guides
- Subscribe your diary to Apple or Google Calendar
- Create a job sheet (tick Assigned to when you create or edit)
- Create recurring job sheets
- Team logins feature guide (multiple assignees on one job)
- Work schedule feature guide