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Scheduling Multiple Job Phases for One Deal
Scheduling Multiple Job Phases for One Deal

This article will detail how to schedule multiple phases of a job on the Jobs Calendar.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a week ago

Note: You will need to notify your customer about the additional dates as there is not a message that is set to go out.

1. Once a deal is in Project Accepted, it can be scheduled on the Job Schedule

Once a deal is in Project Accepted, it can be scheduled on the Job Schedule

2. Click on the + button of the job you want to schedule

Click on the + button of the job you want to schedule

3. Input the Start Date and End Date for the first phase of the job

Input the Start Date and End Date for the first phase of the job

4. Click on Schedule

Click on Schedule

5. Once the first phase is scheduled, click on the deal in the Jobs Pipeline

Once the first phase is scheduled, click on the deal in the Jobs Pipeline

6. Click on Schedule Job

Click on Schedule Job

7. Choose a Start Date and End Date for the next phase

Choose a Start Date and End Date for the next phase

8. Click on Schedule

Click on Schedule

9. The job will now be scheduled in phases on the Job Schedule

The job will now be scheduled in phases on the Job Schedule
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