How to Schedule a New Job in FieldTask

Learn how to schedule a new job for your team from the FieldTask Scheduling page.

You can schedule a new job directly from the Scheduling page.

To schedule a new job:

• From the left sidebar, go to Scheduling and click the Schedule Job button at the top right.

The Job Creation form will open.

Provide the following information:

• Job Name
• Customer
• Job Description
• Job Location
• Whether the Job is for Now or Later
• Assignee
• Start Date
• Start Time
• End Date
• End Time

If needed, you can also add:

• Documents

• Checklists

• Line Items

You can also customize the job before creating it by:

• Choosing a Theme for the job.

• Assigning Tags to the job.

Once you have entered all the required information:

• Click Create Job to finish scheduling the job.

The job will then be created and added to your schedule.

Additional Scheduling Options

FieldTask also gives you additional options when scheduling jobs. You can:

• Schedule Recurring Jobs.
• Schedule Multi-Day Jobs.
• Assign jobs to Members based on Proximity.

These options make it easier to schedule jobs according to your team's availability, workload, and location.