Back to How to VideosHow to Schedule & Manage Jobs in Fieldmagic
Master your job scheduling workflow with Fieldmagic! From viewing job statuses to managing time entries and calendar views, this guide walks you through everything you need to stay organized and efficient.
🗂️ View & Filter Jobs
- Access the Jobs Module to filter by job status
- Use the search bar to find priority jobs or save common searches for reuse
🗓️ Schedule Jobs
- Open a job and assign it using the pop-up calendar or the full scheduler view
- Drag and drop or copy/paste for bulk scheduling
🧾 Edit Job Info
- Right-click any job to update customer or site details
- Easily reschedule across multiple days
🔔 Manage Notifications
- Notifications are automatic for jobs scheduled within 24 hours
- Add notes when notifying technicians
⏱️ Time Entry Management
- Review and correct time entries against jobs to ensure accuracy
💾 Save Changes Locally
- Save to your local server before syncing to avoid sending unnecessary notifications
🔄 Update Job Status
- Mark jobs as Scheduled to change their status and calendar color coding
📆 Use the Calendar Like a Pro
- Switch between week/month views or horizontal/vertical layouts
- Configure display settings for cleaner scheduling visibility
🔍 Search & Customize
- Use search to locate specific jobs or customers
- Adjust scheduler settings for filters, colors, and display preferences
Efficiency Tips:
✅ Use saved searches for repeat jobs
✅ Keep calendar layouts optimized
✅ Regularly audit time entries and notification settings
You're now ready to navigate, schedule, and streamline jobs like a pro in Fieldmagic!
