Installation Company ERP / CRM


How To Manually Schedule a Job

To do this:

  1. Double-Click on the available date and an ‘Add Manual Job’ screen will appear on the page.
  2. Select the Contract you’d like to add and the amount of fit days required.
  3. The date and team you selected will populate through. You can change these if preferred but if not, select the ‘Schedule’ button at the bottom of the screen.
  4. Select ‘Yes’ if you’d like to confirm the job date and this will manually schedule the job as required.

Thank you for watching our how-to video on How To Manually Schedule a Job, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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