Scheduler

Table of Contents 

1. Overview
2. Scheduler Calendar Interface
3. Calendar Display
4. Creating and Managing Jobs
5. Adding a New Job
6. Filtering and Search

Overview

The Scheduler section enables administrators to effectively manage job assignments using a calendar-based interface. This section provides a clear visual overview of scheduled jobs, crew availability, and unassigned days, helping optimize workforce management and ensure efficient planning. 

Scheduler Calendar Interface

The Scheduler uses a month-view calendar layout, displaying all days in the selected month, with navigation arrows and a date selector at the top. Core features include: 

• Monthly, Weekly, and Daily Views: Use the options in the top right to toggle between calendar views as needed.
• Navigate Dates: Easily scroll between months with the left/right arrows beside the current month label.
• Crew Filter: Filter the calendar by selecting a specific crew from the “All Crews” dropdown menu at the top right.
• New Job Button: Schedule jobs instantly using the purple “+ New Job” button in the upper right corner.

Calendar Display

• Scheduled Jobs: Jobs assigned to each date are shown directly on the calendar day. Icons or colored dots may indicate job presence.
• Current Date Highlight: The current date is marked for easy identification.
• Job Details: Hovering over a scheduled job reveals quick details about the job.

Creating and Managing Jobs

• Adding a New Job: Click the “+ New Job” button, fill in the job details (crew, description, dates, etc.), and save.
• Viewing Job Details: Click on a date with jobs to open a summary or detailed view, with options for editing or reassignment.
• Editing or Deleting Jobs: Select a job from the calendar to access its edit/delete options, confirming deletion if needed.

Adding a New Job

When adding a new job, you will complete the following steps: 

1. Click the “+ New Job” button located in the upper right corner.
2. Fill out the Job Details Form, including:
   • Client: Select the client for whom the job is scheduled.
   • Title: Enter a clear and descriptive title for the job.
   • Property: Specify the property/location where the job will take place.
   • Crew: Assign a crew to the job from the list.
   • Checklist: Add/select a checklist to ensure required tasks are followed.
   • Priority Switch: Mark the job as priority if needed.
3. Set the Job Schedule:
   • Start Date: Select the job’s starting date from the calendar.
   • End Date: Select the job’s ending date to define its duration.
4. Save the Job: Add it to the Scheduler calendar.

Filtering and Search

• Crew Filtering: Select a crew from the dropdown to only display that crew’s jobs.
• View Modes: Switch between Day, Week, Month, or List views for custom perspectives.
• Search: Use the search/filter options to quickly find specific jobs or dates.