Creating a New Job from the Calendar

Best Suited for:

• Dispatchers
• Back Office administrators
• Schedulers performing longer‑range planning

Important Information:

• Jobs can be created directly from the Calendar using a right‑click action
• The start date and time are auto‑populated based on where the job is created
• Jobs only require a start date to appear on the Calendar
• Jobs without a specific arrival window appear in the All Day section

Process Description:

1. Open the Calendar
2. Locate the appropriate date and time
3. Right‑click to create a job
4. Confirm scheduling details
5. Save the job

Creating a New Job from the Calendar:

1. Click Calendar from the Navigation Bar
2. Locate the date and time slot where the job should be scheduled
3. Right‑click the desired location on the Calendar
4. Choose Job
5. Verify the auto‑populated fields:
   • Start Date
   • Start Time
6. Enter the required job details, such as:
   • Customer information
   • Job Category
   • Job Status
   • Any additional fields
7. Select Save Job to create the job

Additional Resources:

Calendar Overview