Scheduling a job on the calendar
Create a job from the calendar, including dragging out a time slot to pre-fill it.
Two ways to start a job from the calendar: the New Job button, or dragging out a slot on the grid.
From the button
Click New Job in the calendar header. On mobile, it is a floating + button. You get the Create Job form with nothing pre-filled.
From the grid
Click an empty slot, or drag out a time range, and the Create Job form opens with the date and times already filled in. A single click gives you a two-hour block.
Dragging out a slot pre-fills date and time only — never the truck. Even in the Trucks view, dragging out a slot in a specific truck's column does not assign that truck. You still pick it on the form.
The schedule fields
Date, Start Time, End Time, stepping in 15 minutes. The header shows your office hours as a guide, from Settings > General.
There is no duration field. Set the end time to when the job realistically finishes. This matters beyond the calendar: a job missing an end time is invisible to conflict detection and can be double-booked without any warning.
Trucks
Trucks are a row of coloured chips, labelled Trucks (⇧/⌘+click to multi-select). Click one to assign it; hold ⇧ or ⌘ and click to assign several.
The chips show name and colour only. They do not show availability, and conflicting trucks are not flagged — the Create Job form performs no conflict checking at all. You can book a truck that is already out on another job and nothing will tell you.
After creating a job in a busy week, go and look at the calendar. That is the only place the clash will surface.
Status
Status defaults to your account's Default Job Status — normally Enquiry. Change it on the form if the job is already confirmed.
Remember the calendar hides Enquiry by default, so a job saved as Enquiry will not appear on the calendar you just created it from. It is not lost — tick Enquiry on in the Status filter.
Saving
The button is Create Job. There is no "Save job".
Tutorial: book a confirmed job into Thursday
A customer rings to book. You have the calendar open.
Switch to Trucks view and step to Thursday. One column per vehicle, so you can see which truck is genuinely free before you promise anything.
Do this before opening the form — the form will not tell you about availability.
Go back to Week and drag from 8am to 12pm on Thursday. The Create Job form opens with the date and both times filled in.
Note the truck is blank even though you just checked which was free. Slot dragging never pre-fills trucks.
In Contact, search their name. Select the existing record, or create one inline.
Confirm Start Time and End Time read 08:00 AM and 12:00 PM. Dragging by eye can land off the hour.
Do not leave the end time vague. Four hours is a guess, but a guess is worth far more than blank — blank means this job never appears in a conflict check.
Click the chip for the truck you found free in the Trucks view. For a two-truck move, hold ⇧ and click the second.
The chips give you no help here — no availability, no conflict warning. The work you did in step one is what makes this click correct.
The customer has confirmed, so change Status from Enquiry to Booked.
Leave it on Enquiry and the job will not show on your calendar at all — Enquiry is hidden by default. That is the usual cause of "I created a job and it vanished."
Fill in Pickup and Drop-off, using autocomplete so they geocode. Set the access toggles while the customer is still on the phone — it is the only time you will get honest answers about the stairs.
Click Create Job.
Back on the calendar, the job is on Thursday morning in its truck's colour, green left border for Booked.
Check for a red ⚠ or the amber conflict banner. This is the moment you find out whether the truck was really free — the form never checked.