Jobs & Scheduling
Create jobs, schedule visits, and run your calendar. Keep crews on time with tasks, reminders, checklists, and completion reports.
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How To Create A Job in WorkZenCreate a job with the right client, job type, and priority, and see how one job record ties together visits, checklists, files, and money.Video, 1:51How To Schedule A Visit in WorkZenBook a visit with the right crew, property, and time, then run its whole lifecycle, dispatch, start, complete, signature, from one modal.Video, 1:17
Everyday tasks
Handle Booking Requests From the DashboardSomeone tried to book you online. Don't leave them on read. Accept or reject booking requests from the dashboard and turn them into scheduled visits.Video, 1:01How To Complete A Job in WorkZenClose out a job the right way: clear its visits and checklists, check the job report, and send the client a completion email with the invoice attached.Video, 1:58How To Use Checklists in WorkZenBuild reusable checklist templates, attach them to jobs, require photo proof, make them mandatory before job completion, and generate them with AI.Video, 2:13How to use tasks and remindersPut internal to-dos and time-based follow-ups on the same scheduler as your visits, with assignees, priorities, linked records, and notifications.2 min readHow To Use The Scheduler in WorkZenOne shared view of every visit, task, and reminder across your team, with day, week, month, and timeline views, drag rescheduling, and conflict checks.Video, 1:33See how long your team was on siteWorkZen tracks On Site Time per visit automatically, from Start Visit to completion. See it as a sortable column in the visit lists on job and client pages.1 min readSee your day on the Scheduling MapOpen the Map to see the day's visits as pins, spot unassigned work, filter by team member, and reassign visits from the map, one or a whole area at once.2 min readTrack your team live on the mapSee every clocked-in tech as a live dot on the map, no GPS hardware needed. Each popup shows if they are on site, their next visit, and today's completed count.2 min readUse tags to organize clients, leads, and jobsCreate colored tags per record type and label your clients, leads, jobs, invoices, estimates, and visits so anyone can see what matters at a glance.2 min read
Go further
How To Set Up Job Types in Job SettingsCreate and manage job types with colors, control which ones appear in your website booking widget, and set the order your team sees them in.2 min readJob reports: completion, AI, and voice reportsGenerate professional job completion reports, let AI write the work summary, dictate voice reports from the field, and send the finished report to your client.4 min readPlan and optimize routesTechs optimize their own day with one tap on mobile. Dispatchers plan every route on one map, with locked appointment times and real drive times between stops.2 min readSend customers an 'on my way' tracking linkShare a live tracking link and your customer sees the tech approaching on a map with an arrival estimate, ride-share style, with no hardware to buy.2 min readSet up recurring jobsRepeat a job on a schedule. Each occurrence creates its own visit, job, and unsent invoice on the morning of the visit, ready to review and send.2 min readSync your calendar with Google, Apple, OutlookSubscribe to a live feed of your visits, tasks, and reminders in the calendar app you already use, on desktop or phone.2 min readTrack equipment with Bluetooth beaconsAttach BLE beacon trackers to your gear and vehicles, and let your team's phones report where everything was last seen, on a map.1 min read
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