Note: If an installer hasn’t been assigned yet, you can select a TBD (To Be Determined) installer and still click Mark as Ready to Schedule. This ensures the job is flagged for scheduling while the installer is finalized.
Step 1: Navigate to the work order and click on Contractor.
Step 2: Click on Actions.
Step 3: Select your Contractor.
Step 4: Click on Okay.
Step 5: Set the Installation Date.
Step 6: Mark the order as Ready to Schedule.
Step 7: Add the order to the Schedule.
Step 8: Select the Date for the schedule.
Step 9: Choose the Day and select an End Date.
Step 10: Send an SMS to the contractor and the customer based on your preferences.
Step 11: You have the option to Turn Off the notifications.
Step 12: Click on Save to schedule the contractor.
Step 13: View the job details from within the work order.
Step 14: Go back into the work order to view the job details and send them to the contractor.
Step 15: Once the job is complete, mark it as Labor Complete.
Step 16: Mark the contractor as Ready for Payment.
