Schedule and Dispatch

The Schedule page is your command center for daily operations. You can see every job on the calendar, assign crews, and notify customers when your team is on the way.

Navigate to Admin > Schedule to open the schedule view.

Calendar View

The schedule displays all jobs for a selected date. Each job card shows:

• Customer name
• Service address
• Services to be performed
• Scheduled time
• Assigned crew

Click any job card to open its detail sheet.

Switching Between Day and Week Views

Use the toggle at the top of the schedule to switch between Day and Week views.

• Day view shows all jobs for a single date, grouped by crew.
• Week view shows a grid with days as columns and crews as rows. This is useful for planning the week ahead.

Creating a New Job

1. Click the + Create Job button at the top of the schedule.
2. Select a customer from the dropdown or search by name.
3. Choose the services for this job.
4. Set the date and time.
5. Assign a crew or crew lead.
6. Add any notes for the crew.
7. Click Save.

The new job appears on the calendar immediately.

Assigning Crews

You can assign crews in two ways:

From the Assignment Panel

1. Open a job by clicking its card.
2. In the detail sheet, click Assign Crew.
3. Select a crew member or crew from the list.
4. Click Save.

By Dragging

In the day view, drag a job card from one crew column to another. The assignment updates automatically.

Sending ETA Notifications

When a crew is heading to a job, you can notify the customer with an estimated arrival time.

1. Open the job detail sheet.
2. Click Send ETA.
3. CleanEstimate Pro sends an SMS to the customer with the crew's estimated arrival time.

The customer receives a text message like: "Your crew from [Company Name] is on the way. Estimated arrival: 10:30 AM."

Filtering the Schedule

Use the filter bar at the top of the schedule to narrow what you see:

• Crew: Show jobs for a specific crew only.
• Service type: Show only window cleaning, pressure washing, or other service types.
• Status: Show only jobs with a specific status (Scheduled, In Progress, Completed).

Filters apply to both day and week views.

Job Status Updates

Each job on the schedule shows its current status with a color-coded badge:

Crew leads can update the status from the field using the mobile app.

Next Steps

• Learn how to optimize routes for your daily schedule.
• Read about managing jobs from start to finish.