Schedule a job in Console

When Console scheduling is enabled for your company, you can schedule jobs directly from Console.

Scheduling happens in two steps:

1. You assign the job and confirm or propose a job date.
2. If you didn’t confirm the job date in step 1, you confirm the job date with the customer.

1: Propose or confirm a job date

Steps:

1. Start the job, then open the Assign job task.
2. Select the team and the job date.
3. Indicate whether you've confirmed the job date with the customer.

Outcome:

If the job date was:

• confirmed: The customer will receive the job scheduled SMS, and the job status will become Scheduled.
• not confirmed: The customer will receive the job date proposed SMS, so you can work together to agree on a date. The job status will become Accepted

2: Confirm the job date

If you didn’t confirm the job date in step 1, you'll need to confirm it once they agree.

Steps:

1. Open the Confirm job date task.
2. Enter the correct job date.

Outcome:

• The job status changes to Scheduled .
• The customer receives a job-scheduled SMS confirming the booking is locked in.