Job Schedule

This article will show you how to Schedule/ Reschedule an accepted project.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over a week ago

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1. For this example we will Schedule the accepted project for "Jackson Brown"

For this example we will Schedule the accepted project for "Jackson Brown"

2. Click on Job Schedule

Click on Job Schedule

3. Click on the (green) Pending Schedule card

Click on the (green) Pending Schedule card

4. Complete the Schedule Form

Reminder: Be sure toggle the Send Email/ Send SMS to let the system know how you would like to notify the client.

Complete the Schedule Form

5. Click on Schedule

Click on Schedule

6. To Reschedule the Job, click on Jackson Brown

To Reschedule the Job, click on Jackson Brown

7. Click on Edit Event Details

Click on Edit Event Details

8. Make any required adjustments

Make any required adjustments

9. Click on Save

Click on Save

10. The Deal Card will move automatically to the Project Scheduled stage

The Deal Card will move automatically to the Project Scheduled stage


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