Step 1. Click on Scheduler

  • Choose scheduler from the top navigation bar which will bring you to the calendar view of where you setup your daily, weekly or monthly schedule. Once there most businesses go to the week view to plan their jobs and the employees who will be scheduled to do the work.

Step 2. Choose date to schedule an employee a task

  • Click on the cell that corresponds with the employee you want to schedule, the day you want them to work and the hours to complete each job. By clicking the cell a schedule box will open where you can enter the appointment hours, Job Task and Job Site information for that employee. Click Create to complete the task.

Step 3. Add Group Schedule

  • If you need to add multiple employees to a certain job click the add group schedule, chose the date, the time and the employees you need to send on that job.