Schedule a job and send a crew

The slot. When is a day plus Start and Ends, not just a date. That is the difference between a job and a task: thirty visits in a day only work if each one knows its two hours.

The day picker shows week numbers down the left, so "week 52" is one click rather than a count of Mondays.

An empty time picker opens around 07:00. Earlier and later times remain available, and opening the picker does not book a time until you select one.

It sits in the left-hand column of the job, under When, along with everything else about who the visit is for: Customer, Site contact, Responsible and Job type. Change any of them and it saves as you pick it. There is no Save button on that column, and a change that is refused is put back, with the reason.

Picking a start time moves the end with it. A slot that already had a length keeps it, the way a calendar drags a meeting, and a slot without one gets the job's planned length, or an hour. Under the times, Length sets the end in one click: 15, 30 or 45 minutes, one hour or two hours after the start. The end picker opens at the start time rather than early in the morning. If you then set the end before the start you are told rather than allowed, and nothing is saved: The end time is before the start time.

A job with no slot yet reads Not scheduled and stays in the list waiting to be booked. Every reschedule is recorded on the Trail tab, so "we moved it because they were not in" is answerable months later.

The crew. Crew is a list of people, not one assignee — the thing that most separates a visit from every other record in DealJourney. Two electricians and an apprentice go to the same job, and all three need to see it.

Everyone on this list sees the job. The lead is who the customer and the dispatcher ask for.

Add somebody with Add someone to the crew, give them a Role on this job if it matters, and use Make lead (the star) for the person the customer and the dispatcher should ask for. Hover over the star to see what the lead means. Take off this job takes somebody off. Until anybody is on it the job reads Nobody assigned yet.

Responsible is separate and is about accountability rather than attendance: the person answerable for the job, who may well not be in the van. It sits under People in the left-hand column, which works like the people list on a deal: add a person, then say what they are on the job as. Besides Responsible, the roles are the ones your workspace has set up for jobs, and you can create a new role while adding somebody. Each role holds one person, and a job can have several people in different roles.

Moving a job to a different Customer clears its Site contact, because the person on the old company is not somebody you want left on the visit by accident.

Changing the crew is recorded, so it is answerable who was actually sent rather than who was planned.

Seeing everyone's week. On the Jobs page, Schedule lays the jobs out by person. Week shows each person's days and Day shows one day by the hour. A job appears in the row of everyone on its crew and of the person responsible for it, and holidays, sick days and other time off from the resource planner show beside them, so a free afternoon is visible at a glance. Jobs with nobody on them have their own row, Nobody on it yet. Click a job to open it, or drag it to move it (Find a time and the right person for a job explains how). Click empty time on somebody's row to start a new job for them at that time, and use Find a time to see who is free for a given kind of job and who fits it best: Find a time and the right person for a job. A job drawn with a dashed outline is a draft holding that time: it is not in anybody's calendar yet.

In Week, click a day's heading to open Day for that day. To look further ahead than the arrows comfortably reach, click the date beside Today (Go to a date): a calendar with week numbers opens. Pick a day to jump straight to it, keeping the view you are in, or click a week number to open that whole week.

Who to show decides the rows. Normally it is People with jobs: the people with something booked or time off in the period. Everyone adds everybody else, which is how you find somebody with nothing on, and a technician picks Only my jobs to see their own calendar. Jobs that have no time yet are counted next to the date ({{count}} without a time).

In the calendar. A booked job is also put in the calendar of the person leading it. A draft is not, even when it has a time: it goes in when it moves on from the draft status. Open that visit in the calendar and the edit button reads Edit job and takes you to the job: the job keeps the calendar in step, so a change made on the meeting itself would be undone the next time the job is saved.

A note on the phone. The technician's mobile view is not built yet. Today a job is planned, scheduled and completed from a computer, which is fine for a dispatcher and awkward for somebody in a crawlspace. That surface is the next substantial piece of work on this module.

Crew changes save together. While one change is saving, crew controls pause until it is confirmed. If saving fails, the last confirmed crew and roles remain on the job.