Jobs and scheduling
- Assign crew to jobs and visits Each visit has its own crew. Set a job's default crew for new visits, change who's on one visit, and see how crew members and subcontractors find out.
- Complete visits and jobs Mark a visit or a whole job complete, see when a job closes on its own after its last visit, what happens to unbilled time and empty upcoming visits, and how to reopen a job.
- Jobs and visits A job is the work you do for a client; a visit is one trip on the calendar. Create a job on the web or the phone, add visits, and see what each job and visit status means.
- Repeating jobs Make a job repeat daily, weekly, monthly or yearly, change or pause its schedule later, move one visit or the rest of the series, and let past visits complete themselves.
- The calendar See your visits by day, week or month, filter by team member, preview or complete a visit in place, drag to reschedule, and create a job straight from an empty time slot.