4) Schedule + assign the job

Outcome: Work is on the calendar and assigned to the right team.

What you'll do

• Schedule job start dates

• Make sure each visit is under a crew in Dispatch (this is how workers see their jobs)

Steps

1

Go to Jobs

Click Schedule on an unscheduled job. Open Jobs →

Just approved an estimate yourself? Click Schedule jobs on the estimate page instead — it opens the same scheduler with that estimate's new jobs.

2

Use the scheduling calendar

• Pick a start date. When you schedule one job, the window starts on today. If Shortcut sees a day that fits your routes better, it shows a green Suggested chip above the calendar — click it to use that day. See Scheduling a single job.

• Set different start dates per service if needed.

• Running multiple crews? For a recurring job, the scheduling window also asks which crew owns it, so its visits arrive already assigned to that crew. See Crew ownership.

Pick the first service date before confirming the schedule.

3

Check the crew in Dispatch

Open Dispatch, use the date arrows to get to the day you scheduled, and make sure the stop is under a crew. If it's in the Unassigned lane at the bottom, click the red Unassigned chip on the row and pick a crew, or drag the row into a crew's lane. You can also change a stop's crew from Calendar (Reassign crew).

• Open Dispatch →

• Open Calendar →

Use Dispatch to make sure each day's stops sit under the right crew.

Expected result

• The job appears in Dispatch and Calendar on its scheduled date

• The job is assigned to a crew

Still stuck?

Email [e-mail] with the customer name + the date you scheduled + a screenshot of Dispatch.