In this article:
Schedule an Individual Job
This section will give you an overview of the different areas in LMN where you can schedule an individual job from: the Jobs page, the Whiteboard, and the Calendar. All include the same steps when scheduling a Job, but vary depending on what screen you wish to start from.
Schedule a Job from the Jobs Page
Navigate to and open the Job you want to schedule
From the Job Menu, select Schedule > Scheduled Visit
Click the + Add button in the top-right corner
Choose between One Time Job or Recurring Job and fill out all of the prompts that follow. When you reach the end, click Finish.
Whiteboard
Schedule Jobs from the Whiteboard
The Whiteboard is a drag-and-drop interface that allows you to quickly and easily organize today’s or the week's visits by crew. It also includes a Route Optimizer that will automatically calculate the most efficient route for each crew, based on the sites assigned. You have the ability to toggle between two views - Weekly View (one crew) or Daily View (all crews) so that you can simply drag and drop jobs for easy schedule management.
To access the Whiteboard, click Schedule > Whiteboard
Select a View type in the top left corner:
💡The benefit of using the Weekly view as opposed to the Daily view is that you can see all the jobs scheduled out for a specific crew over the course of the week and jobs can be moved to the next day or the day after and all the jobs that are scheduled for each day of the week is shown on the screen.
The color to the left side of the job name indicates the work calendar that the job has been scheduled to.
You can also see the jobsite address, the service scheduled, as well as the amount of time that your crews are scheduled to be onsite for.
There is also a status so you can easily see if a job is scheduled or completed.
If a job has been skipped and in need of rescheduling, this will be visually indicated by a 'SKIPPED' status and a yellow calendar icon. Moving that visit to a new date will cause the status to automatically revert from 'SKIPPED' to 'SCHEDULED'
💡You will still be able to view the originally supplied Skip Reason note by opening up the Edit Visit window.
View Type | Functions | Filters |
Daily | Filter by the date up above by clicking on the calendar icon and choosing a specific date. Or you can simply click on the arrow button to toggle between dates. | To the right-hand side, you can filter which crews you want to see. |
Weekly | Select the week by clicking on the calendar button or using the toggle button to change the week and select the crew whose schedule you’d like to see. | To the right-hand side, you can filter which crews you want to see. |
Edit Entire Crew Route From the Whiteboard
In the dropdown next to Crew Actions select Optimize Routes
Select a crew that you want to optimize.
You’ll see a start and end location down below, click on Optimize Route
You will then be prompted to whether or not to apply the same changes to Future Scheduled Jobs.
Click Save Changes
This will put all of these jobs into the most efficient order.
When your crews punch into your LMN Crew mobile app, they will be able to follow the order that you have setup here.
💡 Delete or edit today's schedule visit by hovering over the job and delete by clicking on the trash can icon or edit by clicking on the pencil icon.
💡If you need to manually optimize your future routes, use the dropdown in Crew Actions and click on Re-order future routes
Print, Email, or Upload a PDF of Your Crews’ Routes
To print, email, or upload a PDF of your crews’ scheduled routes
Click Crew Actions > Print Crew Daily.
Select the crew you want to generate your Crew Daily for
Choose the number of days you want to show on this report
Click Print
You have the option to save this report as a PDF and send it to your crews in an email or print it.
Edit Crew Schedule in the Whiteboard
In addition to being able to change a crews scheduled visits to another date or crew, you can also specify which visits should be changed by Visit Status as well.
For example, you can select to move 'Only Incomplete' visits to another day.
⚠️ CREW APP NOTICE
Changes to the Schedule in the Crew App cannot be adjusted from the App so you will need to go to the Whiteboard in the Schedule section and you can use the 'Edit Crew Schedule' button to make the following changes:
Re-assign jobs from one crew to another
Change a crews scheduled visits to another date
Delete scheduled visits
To use the Edit Crew Schedule button, follow these steps:
Navigate to Schedule > Whiteboard
Ensure the Date in the Whiteboard is the correct date you want to make changes for
Click the Whiteboard Actions button at the top right, from the dropdown select Edit Crew Schedule
Pick which Crew you're making changes to from the drop down list
Select which Option you want to do (Re-assign to different crew, Change visit dates, or delete scheduled visits)
If re-assigning crews or changing dates, pick the new crew or date
Select what type of Visit Status to apply changes to (eg. Incomplete Visits only, All visits, Visits marked as skipped, or Visits marked as complete)
When finished, click Save
🎥 Video: The Whiteboard
Calendar
Schedule Jobs from the Calendar
The Calendar View will allow you to see your schedule by the week, month or day.
If a visit shown in the calendar has a status of 'Skipped' and is also marked 'Reschedule Needed,' you will see a white calendar icon near the left edge of that visit's calendar block.
Calendar Customization
You can filter by:
Work Calendar type = All Calendars dropdown
Crews = All Crews dropdown
Managers = All Managers dropdown
Color code the calendar by either Crew or Work Calendar type = Show Calendar Colors / Show Crew Colors
Schedule Review
As crews work on jobs, they'll be prompted to set the status of these service types as completed (or not) as they clock out of jobs. You can use the Schedule Review screen to see what work is scheduled, what work was completed, and what work is overdue in just a few clicks.
Schedule Review Overview
FIND: To view the Schedule Review, navigate to Schedule > Schedule Review
FILTER: Filter the Report by changing the drop-downs at the top of the screen:
SORT: You can also sort each header (JOB ID, JOB NAME, VISIT, SERVICE, DATE, CREW, EDITED BY and OVERDUE) in ascending/descending order by clicking on the header in question.
VIEW, EDIT, DELETE: To View, Edit or Delete any of these scheduled visits, click the checkbox on the left side, then click Edit Schedule
View | Toggle between work that is OVERDUE, SCHEDULED, SKIPPED, STARTED or COMPLETED |
Calendar | Toggle to show ALL CALENDARS or browse through specific Calendars |
Service Type | Toggle to show ALL SERVICE TYPES or browse through specific Service Types |
Crews | Toggle to show ALL CREWS or browse through specific Crews |
Check & Action 'Skipped' Visits via Schedule Review
Schedule > Schedule Review
Under the Show filter, select Skipped in the dropdown
You will see three helpful columns that will help you decide how to proceed:
Click on any of the shown visits to view the 'reason' that was provided for the Skip, by the individual who performed that operation
Reschedule Needed | This column will show a yellow calendar icon if the staff member who reported the Skip, indicated that that skipped visit needs to be rescheduled for an alternate time. |
Skipped By | This column indicates which team member (either a Crew Lead or one of your admins on their behalf) reported the Skip. |
Skipped Date | This column reads out the date and time at which the Skip was reported. |
Wait List
Some types of work are difficult to schedule in advance. For example, when you add a job at the beginning of the year for services like fertilization or fall cleanup, you may not know the exact date the work will be completed — only that it needs to be done within a certain time frame. This is when a wait list is most useful. You can set a start date and a warn date for the wait list, then add jobs and services to it. After the start date passes, the job appears on the Wait List as ready to be scheduled. If the work has not been scheduled by the warn date, the job is highlighted in red to show that it is overdue.
⚠️ You will want to setup your Schedule Templates to schedule these jobs to the Wait List.
Setup Schedule Templates for Wait List
Navigate to Schedule > Schedule Templates
Click + Add Item in the top-right corner
Name your template
Click + Add Service in the top-right corner to add your Services to your Schedule Template
Set the Schedule Type to Wait List
Schedule template COLUMNS:If you would like to add additional date ranges, click + Dates in the top-right corner.
When finished, click Save
Start Date / End Date Range | Click on the date field(s) and a calendar will appear. Click on the date(s) you wish to assign. |
Visits | Enter the frequency within your specified date range. |
Time Factor | You can reduce or add more time to your visits by entering a % value here. Factors that would impact this could be weather, length of gaps between visits (ie. once every 3 weeks, or winter season). |
Warn By | This will give you a warning on your waitlist tab if you haven't promoted this job to the schedule by the date. |
✅ You can now schedule your jobs to the waitlist!
When scheduling your jobs, if you select Bulk Scheduling you will only be able to schedule 1 service at a time across multiple jobs.
Scheduling from the Calendar, Whiteboard or within a single job you will be able to schedule multiple services using Schedule Templates for 1 job.
🎥 Video: The Wait List Feature
Bulk Scheduling | Weekly & Irregular Services
Bulk scheduling is the fastest and easiest way to schedule weekly jobs. Map and select jobs with a specific service and apply a Work Calendar/Visit Schedule.
Navigate to Schedule > Bulk Schedule
Filter Job Group to view [ALL JOBS] or just jobs from a particular Job Group
Select the Service you want to schedule
⚠️ Your jobs do need Services attached for Bulk Scheduling to work. This will scan all jobs to show you on the map all the jobs with the attached service.Select With Visits After to choose preferred date and narrow down the list of jobs that will be shown on the map.
Click the box next to Hide Scheduled & Wait List if you want to Hide Jobs that have already been scheduled
Click Search
You will see properties appear on your map like the image below:Pick which jobs on the map you want to schedule by either:
Clicking each pin individually OR
Click on the map to create a selection polygon
Click each corner point of the desired area
Right-click on polygon to deselect
Click on a marker to select
Click on the right side list to deselect
After using the highlighting tool, click the Select button
💡There is a legend at the bottom-left of the map to show you which jobs are unscheduled, wait listed, scheduled and which you have selected.💡Tip: Pick jobs based on the area you want to schedule for a particular crew or day of the week and not just every single job!
Once ready to Schedule or Wait List your selected jobs, click the Schedule button
You have the option to default a Task for all jobs you would like to schedule:
In the 'Default Task To' field, start typing in a task and select task from the dropdown. You will see it filling in all your job's tasks with what matches your default task entry.
💡 These can be changed individually for jobs if needed by using the drop down menu
Select the Schedule Template you want to apply to these jobs
⚠️ IMPORTANT: If you're trying to schedule these to the Wait List. Make sure to select a Wait List visit schedule.
💡 You can change these for individual jobs in your job list by using the drop down menu just like your Tasks.
Select the Crew (if applicable)
Select the Manager (if applicable)
Verify all selections are accurate!
If you see the triangle symbol next to the job, this means the job has already been scheduled.
Visits will highlight in red if the quantity of visits in the Task do not match the Visit schedule.
When ready, click the Schedule button
Type "Confirm" in the prompt and you're done!
🎥 Bulk Scheduling Feature Video
Unscheduled Jobs
In LMN, you will be able to view a list of all Active Jobs that are not currently on the Schedule.
View & Schedule Unscheduled Jobs
To view Active Jobs, navigate to Schedule > Unscheduled Jobs
From this screen you can filter along the top to search for a Job by name, service, task, etc. Also filter by Job/Tasks and by Job Group.
If you would like to schedule a Job, click the Schedule button next to the Job you wish to Schedule and follow the prompts to add to the schedule.
Unscheduled Routes
LMN Scheduling lets you build what's called an Unscheduled Routes. Unscheduled Routes are lists of jobs and tasks in a specific order, that can be added to the Calendar at any time.
Example: You can create predefined plow and salting routes for your crews. When an event approaches, you simply add the appropriate unscheduled route to the crew (or operator) you want to complete that route. You can even modify the estimated (planned) duration for each site. You can add or subtract a % of time to the duration of each site based on the severity of the event.
Create an Unscheduled Route
Once all of your Staff and Jobs have been entered or imported into LMN, you can then start creating Unscheduled Routes for storm cleanup or snow.
Navigate to Schedule > Unscheduled Routes
Click the Action button in the top-right corner, from the dropdown, select + New Route
Enter the Route Name, Route Description, select the Calendar you wish to assign the Task to, and set the Estimated Crew Size.
⚠️ Work Calendars will have to be set up previous to adding an Unscheduled Route.When finished, click Save
Add Sites to the Unscheduled Route
Navigate to Schedule > Unscheduled Routes
Click on the Route you would like to add a site to
Click the + Add Jobs button
Type the name of a Task into 'Type to filer sites space'.
💡Filter your Jobs by Job TypeClick Search. All Jobs containing a Task with the search term you entered will populate.
Click the
to add the Task/Job to the Unscheduled Route.
Once all Tasks/Jobs have been added, click OK
Click the Save button at the top
Optimize RouteTo Optimize your Route, click on the Action button at the top right corner, from the dropdown, select Optimize Route
Click the Optimize Route button and the tool will generate the most efficient route. Click OK
⚠️ Your Start/End Address will be pulled from the Company Information tab under the Settings.
Click the Save button at the top
Schedule Unscheduled Route
To Schedule your Unscheduled Route:
Navigate to Schedule > Whiteboard
Click the Whiteboard Actions button, from the dropdown, select Add Unscheduled Route
Select which Route you wish to schedule, applied to which Calendar and for which Crew. You will also have the ability to change Crew Size and edit the Estimated Time, if necessary.
Click Save
💡 Note: An alternative to Unscheduled Routes is Job Groups (Schedule from the Calendar). If you do not want to have to worry about scheduling routes please refer to the Job Groups tutorial before making your final decision on which method to use. Job Groups are a great alternative to Unscheduled Routes because the Live Map will update as the crew complete the jobs in the Job Group. |
🎥 Unscheduled Routes Video
Schedule Templates
Schedule Templates will allow you to schedule multiple services for a single job all at once. This guide will walk you through creating & scheduling your jobs using Schedule Templates.
Create a Schedule Template
Navigate to Schedule > Schedule Template
Click the + Add Item button in the top-right corner
Enter your Schedule Template Name
Click OK
Click the + Add Service button in the top-right corner to begin adding the services to the template that you will be scheduling.
Service: Select the Service from the drop down menu of your list of Services
Schedule Type:
Weekly: allows you to set a start and end date with weekly intervals in between for each visit
Manual: whereby you pick a set date per visit
Wait List: for scheduling jobs to your Wait list where you're unsure the specific date it will be done, but know the date range (Fertilization for example)
Calendar: These are your work calendars that will show on the Calendar & Whiteboard view.
Click the + Visit button to begin adding the visit dates.
Start - End date range: Click on the date field(s) and a calendar will appear. Click on the date(s) you wish to assign and press SET.
Visits: enter the weekly frequency within your specified date range (IE. every 1 week, 2 weeks etc.).
Time Factor: (optional)
You can reduce or add more time to your visits by entering a % value here.
Factors that would impact this could be weather, length of gaps between visits (IE. once every 3 weeks, or winter season).
Enter a value of LESS than 100% if you feel this visit might be completed in LESS than the estimated man hours per visit.
Enter a value of GREATER than 100% if you feel this visit might be completed in MORE than the estimated man hours per visit.
If you have selected the Manual Schedule Interval, you will then set up the DATE you wish to have the visit occur on.
Add all your services & dates, then click Save
Once you've added all your services & dates, you will be able to schedule your jobs from the Calendar, Whiteboard or within the Job itself and select this template to schedule all the services within the job and template.
Schedule Jobs with Schedule Templates
To schedule a job using your Schedule Templates, navigate to either:
Schedule > Calendar > Calendar Actions > + Add Work to Schedule
Schedule > Whiteboard > + Add Work button
Job > open the job > Schedule > Scheduled Visits > + Add
Add Work to Schedule: Select One Time Job or Recurring Job
One Time Job: You will select from your Non Recurring Work Calendars
Recurring Job: You will be able to select from your Schedule Templates
Choose a Job
💡Filter from your job groups and utilize the search bar to search for a specific job, customer, task or service.Click Next
Select a Schedule Template to schedule your services. Pick from your previously created Schedule Templates OR select custom to a new one.
Once you select your schedule template, you will see a screen like the below image. If you have a service setup in the Schedule Template that has not been added to the job, you will have the opportunity to add it to the job and schedule together with the other services.
Select the appropriate Task that would be associated with the service you are scheduling.
Click Next
Review the Services you are scheduling
If you have selected a Weekly type, you will select the Weekday you want these visits to schedule for.
Select the Crew you would like to assign from the dropdown
Click Edit to make any changes
⚠️ If by any chance you see a caution sign on the visit side, it won't stop you moving forward with the schedule, it's just to warn you that the number of Scheduled Visits does not match the selected Tasks Visits.
Click Finish and follow the prompts, then you will be able to review the visits you have scheduled
🎥 Schedule Templates Video
See the Schedule Settings article for Schedule Setup and Editing
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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