This article covers:
Overview
Scheduling jobs is essential for trade businesses to ensure the efficient use of time and resources. It reduces downtime, prevents missed appointments, and helps assign the right technician to each job. Effective scheduling also leads to better customer service, faster job completion, and, ultimately, higher profitability.
What’s the Difference Between Assigning and Scheduling a Job?
Assigning a job means allocating it to a staff member before adding it to the calendar. Assigned jobs appear on the Assigned Jobs list in the Fergus Go app for easy access. You can filter this list by team members to find their assigned jobs that require scheduling.
Scheduling a job involves adding it to the calendar for a specific date and time. Once scheduled, the staff member is notified, and the job will show up on their Home Screen (Scheduled Jobs List) and the Calendar in the Fergus Go app.
Additionally, you can assign user groups to jobs for easier group tracking, and assigning specific staff also helps filter the calendar more effectively.
Where Can You Schedule in Fergus Go?
You can schedule jobs through:
the Job Card quick action menu (i.e. '+ Add' button)
the Job Card 'Assign & Schedule' tool
the Calendar tab in the bottom navigation
or add non-job related events called Custom Events into the calendar from the Home tab or Calendar tab.
How to Assign & Schedule from a Job Card
Quick action menu
Perform multiple actions on a job, such as assigning a staff member and scheduling an event for them to attend, using the Blue Plus Button located at the bottom-right corner of the Job Card page.
Please Note: You do not need to assign a team member before scheduling them to attend the job. Simply tap the 'Schedule event' option and select the team member to attend the job.
The Assign & Schedule tool
The Assign & Schedule tool on the Job Card helps you find the right person for the job and manage their bookings. The page displays all assigned staff members and a preview of what events they have scheduled in the future as well as whether they have completed their labour.
Use the Assign option to assign users to the job, or groups for group tracking:
Tapping on the Calendar icon on the user's card will open their calendar. Simply tap on a free slot in their calendar or hit the '+ Schedule' button and hit Save to schedule the event.
Tapping the Schedule event button at the bottom of the screen will open the calendar. If users are assigned to the job, the calendar will be filtered to show only those assigned users. From the calendar screen, you can add an event into the schedule or tap the 'Filter' button to add additional staff into view.
You can tap on an assigned staff member's card and be taken to a full history of their future and past events for this job.
From here you can unassign them from the job, change their status, edit their existing schedule or schedule a new event for them to attend.
To edit an event, tap on a user's card and the event you want to edit. This will open the edit screen allowing you to edit the dates, times and assigned staff.
Once everyone's time is entered, you can tap Mark as Labour Completed if they have not done so themselves.
How to Schedule from the Home or Calendar Tab
You can schedule custom events and jobs directly from the home or calendar tab. Simply tap the 'Schedule' button in the bottom right corner of the screen and choose choose from 'Job' or 'Custom event'.
From the calendar, you can also press and hold on a free slot in the schedule to add an event.
Selecting 'Job' will open a screen where you can search for active jobs and job phases (those that haven't been invoiced yet) or create a new job. Tapping on a job will open the schedule event screen where you can set the dates, times and assigned employees.
Selecting 'Custom event' will open a screen where you can set the title, descriptions, dates, times and assigned employees for the event.
Please Note: If you do not select any employees to assign to the event, the event will be displayed in the unassigned column.