Update job details, reschedule projects, and reassign crews you can stay up to date on your crew scheduling at all times.
🔒 This feature requires the paid Operations Add-on.
Where can I Edit a Job?
From a deal
Navigate to the deal page for the selected job.
Click on the three dots located on the Schedule card, and then Edit.
The Edit Job dialog will appear.
To review your team's full schedule and availability before rescheduling, click on the calendar icon to navigate to the Calendar page.
From the Production Calendar
Select your view preference: Schedule, Day, Week, or Month view.
Click on the job that you wish to edit.
A job preview will pop up.
Rescheduling a Job
On the Edit Job dialog, update the job's time and date.
Remember to Save your changes.
2. On the job preview, click the pen icon to update the dates.
On Schedule view, you can also edit a job's date range on the Timeline by dragging the borders of the job.
Remember to add or edit your Project Managers and crews in your Account Settings.
Reassign a Crew
Change the Crew field on the Edit Job dialog.
Remember to Save your changes
You can also reassign a crew on the job preview dropdown on the Calendar.
What Updates after you Save
After making your desired edits, your updated job will immediately appear on:
The calendar (Schedule, Day, Week, and Month views).
The deal’s Schedule section and Activity log.
The contact and company pages associated with the deal.