Scheduling Multiple Job Phases for One Deal | DripJobs Help Center

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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.

Written by Tanner Mullen

Updated over a month ago

Note: You will need to notify your customer about the additional dates, as there is no message that is set to go out.

1. Once a Deal Is in the Project Accepted Stage, 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

If you have any questions or need any assistance scheduling a job in phases, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.