Jobs & Scheduling

Create jobs, assign crews, work the calendar, and manage employees and crews.

8 articles4 topicsOwner/Admin

Common tasks in this section

Create a job Assign a crew Manage a job Use the calendar Set up recurring work Add and manage employees Create and manage crews Field issues and crew review Reschedule for weather

Popular in this section

JobsOwner/Admin

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

JobsOwner/Admin

Assign a crew to a job

Assign or reassign a crew from the job wizard, job page, Dispatch Center, or Calendar, and what Needs Crew, Assign to me, and conflict warnings mean.

SchedulingOwner/Admin

Use the calendar

Month, Week, Day, Agenda, and By Crew views, crew and status filters, the Drag-in Queue for unassigned jobs, quick-create, and the printable Day Sheet.

Browse by topic

Crews

1 article

Create and manage crewsGroup employees into working crews so dispatch, routes, and field assignments stay organized.

Employees

1 article

Add and manage employeesAdd office or field employees, update their information, and make sure they have the correct Zentive access.

Jobs

4 articles

Create a jobBook a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.Assign a crew to a jobAssign or reassign a crew from the job wizard, job page, Dispatch Center, or Calendar, and what Needs Crew, Assign to me, and conflict warnings mean.Manage a job from the job pageEvery panel on the job page explained: crew and invoice readiness, execution trail, billing, change orders, labor, expenses, profitability, reschedule and cancel.Review field issues and crew closeoutsWhere crew-reported problems and unfinished closeouts land (Field Issues and Crew Review) and what to do with each item.

Scheduling

2 articles

Use the calendarMonth, Week, Day, Agenda, and By Crew views, crew and status filters, the Drag-in Queue for unassigned jobs, quick-create, and the printable Day Sheet.Reschedule a rained-out dayShift every job on a weather day at once from the Calendar, or handle stops the crew skipped for weather from Field Issues.

Best place to start

Start 1Jobs

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

Start 2Jobs

Assign a crew to a job

Assign or reassign a crew from the job wizard, job page, Dispatch Center, or Calendar, and what Needs Crew, Assign to me, and conflict warnings mean.

How to use this section well

A job can be saved as Needs Crew and assigned later from the Dispatch Center.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

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Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

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