Job Scheduling

Required Role: OWNER, EMPLOYEE, TEAM_LEADER, TEAM_MEMBER (limited)
Plan Required: STARTER

Schedule and manage your lawn care jobs efficiently with Turf Pro Logic's comprehensive job scheduling system.

Overview

The Job Scheduling system allows you to create one-time and recurring jobs, assign them to teams or crew members, track job status, and view your schedule in multiple formats including calendar view.

Getting Started

Before scheduling jobs, ensure you have:

• At least one customer with a property (see Customer Management)
• Services set up in your Services Catalog (see Services Catalog)
• Teams configured (if using team assignments - see Teams & Crews)

Creating Jobs

Step-by-Step: Create a New Job

1. Navigate to Jobs in the sidebar

2. Click "Schedule Job" or the plus icon

3. Fill in the job details:

• Customer: Select from dropdown (searchable)
• Property: Select property for the customer
• Service: Choose from Services Catalog or create custom
• Date: Select scheduled date
• Time: Optional start time
• Notes: Special instructions for crew

4. Click "Create Job"

Job Details

• Customer & Property: Required - must select existing customer and property
• Service: Can select from catalog or enter custom service description
• Date: Scheduled date for the job
• Time: Optional start time (helpful for scheduling)
• Recurring: Enable to create recurring job series
• Assigned To: Assign to specific team or crew member (Professional plan)
• Notes: Free-form text for special instructions

Recurring Jobs

Set up jobs that automatically repeat on a schedule.

Creating a Recurring Job

1. Create a new job as described above

2. Enable the "Recurring" toggle

3. Configure recurrence settings:

• Frequency: Weekly, Bi-weekly, Monthly, Quarterly, or Yearly
• Start Date: First occurrence date
• End Date: Optional end date (leave blank for ongoing)
• Days of Week: For weekly/bi-weekly, select which days

4. Click "Create Job"

Recurring Job Options

• Weekly: Every week on selected day(s)
• Bi-weekly: Every two weeks on selected day(s)
• Monthly: Same day each month
• Quarterly: Every three months
• Yearly: Once per year on the same date

Managing Recurring Jobs

• Edit Series: Changes apply to all future occurrences
• Edit Single: Modify only one occurrence
• Skip Occurrence: Skip a specific date without deleting
• End Series: Stop future occurrences from a specific date

Job Status

Track the progress of each job through its lifecycle.

Status Types

• Scheduled: Job is scheduled but not started
• In Progress: Job has been started and is currently being worked on
• Completed: Job is finished
• Cancelled: Job was cancelled

Changing Job Status

1. Open the job detail page

2. Click the status dropdown

3. Select new status

4. Status updates automatically

Automatic Status Updates

• Jobs can be automatically marked "In Progress" when team members start work
• Jobs are automatically marked "Completed" when all line items are finished
• Invoices can be auto-created when jobs are completed (if enabled)

Calendar View

View and manage jobs in a visual calendar format.

Accessing Calendar View

1. Navigate to Jobs

2. Click "Calendar View" tab or button

3. Calendar displays with all jobs

Calendar Features

• Month View: See entire month at a glance
• Week View: Focus on weekly schedule
• Day View: Detailed daily schedule
• Drag and Drop: Reschedule jobs by dragging to new dates
• Color Coding: Jobs color-coded by status or team
• Filtering: Filter by customer, service type, team, or status

Using Calendar View

1. Navigate: Use arrows to move between months/weeks

2. View Job Details: Click on any job to see details

3. Reschedule: Drag job to new date

4. Create Job: Click on empty date to create new job

5. Filter: Use filter bar to show specific jobs

Team Assignments

Assign jobs to specific teams or crew members (Professional plan).

Assigning Jobs to Teams

1. When creating or editing a job

2. Select "Assigned To" dropdown

3. Choose team or crew member

4. Save job

Team Member View

Team members (TEAM_MEMBER, TEAM_LEADER) see:

• Jobs assigned to their team
• Jobs assigned directly to them
• Team calendar view
• Job details for assigned jobs

Related: See Teams & Crews for team management

Job Line Items

Add multiple services or tasks to a single job.

Adding Line Items

1. Open job detail page

2. Scroll to "Line Items" section

3. Click "Add Line Item"

4. Enter:

• Description: Service or task description
• Quantity: Number of units
• Rate: Price per unit
• Amount: Auto-calculated

5. Click "Save"

Assigning Line Items to Team Members

1. Add or edit a line item

2. Select "Assigned To" dropdown

3. Choose team member

4. Save

This allows different team members to work on different parts of the same job.

Common Tasks

Rescheduling a Job

1. Open the job detail page

2. Click "Edit"

3. Change the date

4. Click "Save"

Or drag and drop in Calendar View.

Cancelling a Job

1. Open the job detail page

2. Change status to "Cancelled"

3. Optionally add cancellation reason in notes

Converting Job to Invoice

1. Open completed job

2. Click "Create Invoice" button

3. Job line items are automatically added to invoice

4. Review and adjust invoice as needed

5. Save invoice

Related: See Invoicing for invoice creation

Duplicating a Job

1. Open the job detail page

2. Click "Duplicate" or menu option

3. New job created with same details

4. Edit date and other details as needed

5. Save

Troubleshooting

Can't create job

• Check customer exists: Ensure customer and property are created first
• Verify permissions: Only OWNER, EMPLOYEE, and TEAM_LEADER can create jobs
• Check plan limits: Verify you haven't exceeded job limits for your plan

Recurring jobs not generating

• Check end date: Ensure recurring job hasn't reached its end date
• Verify frequency: Confirm recurrence settings are correct
• Check system: Recurring jobs generate automatically - contact support if not working

Calendar view not loading

• Refresh page: Try refreshing the browser
• Check filters: Clear all filters to see if jobs appear
• Verify jobs exist: Ensure you have jobs scheduled
• Browser compatibility: Try different browser

Can't assign to team

• Check plan: Team assignments require Professional plan
• Verify teams exist: Ensure teams are created (see Teams & Crews)
• Check permissions: Only OWNER and EMPLOYEE can assign jobs

Job status not updating

• Refresh page: Status may need page refresh to update
• Check permissions: Verify your role allows status changes
• Try manual update: Manually change status if automatic update fails

Can't see all jobs

• Check filters: Remove active filters
• Verify role: Team members only see assigned jobs
• Check date range: Ensure you're viewing correct date range
• Search: Use search to find specific jobs

Related Articles

• Customer Management - Managing customers and properties
• Services Catalog - Setting up services
• Teams & Crews - Team management and assignments
• Invoicing - Creating invoices from jobs
• Time Tracking - Tracking time on jobs
• Dashboard - Viewing job overview

Best Practices

1. Schedule in advance: Create jobs as soon as they're confirmed
2. Use recurring jobs: Set up recurring jobs for regular customers
3. Add detailed notes: Include access instructions, special requirements
4. Assign to teams: Use team assignments for better organization
5. Update status promptly: Keep job status current for accurate tracking
6. Use calendar view: Regularly review calendar for scheduling conflicts
7. Set realistic times: Include travel time between jobs
8. Group by location: Schedule nearby jobs on same day when possible
9. Review regularly: Check upcoming jobs daily
10. Complete jobs promptly: Mark jobs complete when finished for accurate reporting