Scheduling employees in QuoteIQ is simple, fast, and fully integrated into your estimates and calendar. Whether you’re assigning one-time jobs or recurring work, you can easily select a technician, set the schedule, and view all assignments inside the calendar tab. This guide walks through the process step by step.
Step 1: Go to the Estimate You Want To Schedule
From the Dashboard, click on the Estimates tab. Locate the estimate you’d like to schedule (use the search bar if needed), and click the Schedule button under the customer name.
Step 2: Confirm the Schedule Details
You’ll be taken to a screen where you can set:
Start Date and Start/End Time
Add any internal Notes about the job
Check the box for Recurring Schedule if this job repeats
Step 3: Assign a Team Member
Use the dropdown under Select Permitted User to assign this job to a team member on your account. (You’ll need to have users already added via Settings → Users.)
Step 4: Confirm and Schedule
Once everything is filled in, click Confirm Schedule at the bottom. That job will now appear in your Calendar, assigned to the selected technician.
Step 5: View the Scheduled Job in the Calendar
Go to the Calendar tab. You’ll now see that scheduled job on the selected day, including:
Customer details
Technician assignment
Service information
Job status
From here, your technician can click On The Way, Start Timer, or Complete Job right from the event card.
FAQs
How do I add more employees to assign jobs to?
How do I add more employees to assign jobs to?
Go to Settings → Users and invite them. Once added, they’ll show in the “Select Permitted User” dropdown. (View Article)
Can I assign multiple employees to the same job?
Can I assign multiple employees to the same job?
Not currently — only one user can be assigned to each job at this time.