Place a job on a crew's day

On Schedule, drag a card from the Unscheduled tray onto a crew's row at the hour you want. If the spot has conflicts, a Place anyway? box asks you to decide. You can also drag a placed job to another crew or back to the tray.

Before you start

You are signed in as the owner or a dispatcher. At least one active crew exists; otherwise the board says "No crews yet. Add one on the Team page." The board also appears on Today, in the one-day view.

Steps

1. Open Schedule. On the Board tab choose Day, 3 days or Week. Use the previous and next arrows, Today or the date box to change the days shown.
2. Find the job in the Unscheduled tray on the left, such as Unscheduled (2). Each card shows the customer, the address and the arrival window. A card with a red outline could not be fitted by the planner; hold the pointer over it to read why and what to try.
3. Drag the card onto a crew's row at the hour you want. A green outline means the spot is clear. A red outline means conflicts, and their messages appear above the board. A crew row that says Off has no shift that day.
4. Release. If there are conflicts, the box titled "Place anyway?" lists them under "This placement has conflicts:". Select Place anyway to keep the spot, or Cancel to drop the job again somewhere else.
5. If the hour is outside the window the customer was promised, a box asks "Change arrival window to ... and email the customer?" Select Change window and email to move it and notify them, or Cancel.
6. To move a placed job, drag it to another crew or hour. To take it off the board, drag it onto the tray. A job with a closed lock icon is locked and cannot be dragged; select the icon ("Unlock this job") first.

What happens next

The board updates at once. A red badge with a number on a placed job counts its conflicts; hold the pointer over it to read them. Only a changed arrival window sends the customer an email.

If something goes wrong

• "Not placed: conflicts." The server refused the spot. Pick another hour or crew, or drop it again and select Place anyway.
• "The job changed." The customer or someone else changed the job just now. The board refreshed; check it and try again.
• "Could not move the job" with "We could not check the customer's arrival window." Drop the job again.
• "That crew is inactive." Choose another crew.

Related

Plan routes for a day · Create a job for a customer · Read the Today page