Schedule a Job

Schedule a production job from a deal or the Production Calendar and assign it to a crew.

Jobs in PaintScout are key to the production process. They can be scheduled, assigned to Project Managers and Crew, and their progress can be tracked within the platform. There are several ways to create jobs in PaintScout.

Important: this feature requires the paid Operations add-on.

Before you start

Make sure you have:

• A deal that is ready for production
• At least one crew in Crews in your Account Settings.

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How do I Schedule a Job?

​From a Deal

1. ​Open your selected deal.
2. ​On the Schedule card, click + New.
3. ​Select the job's dates.

Pro Tip: Click the calendar icon to verify your team's schedule and availability before selecting your dates.

4. Choose which crew the job will be assigned to.

5. Click Schedule Job when finished.

Scheduling a job from a deal using the Schedule card

From the Production Calendar

1. ​Navigate to Calendars > Production
2. ​Find your selected deal on the Unscheduled tab.
3. ​Click the calendar icon.
4. ​Select the job's dates.
5. ​Choose which crew the job will be assigned to.
6. ​Click Schedule Job when finished.​

Scheduling a job from the Production Calendar Unscheduled tab

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What happens next

After you schedule the job, it appears on:

• The deal's Schedule section.
• The Production Calendar.
• The related contact and company records.

Want to be notified when a job is assigned, updated, or cancelled? Be sure to update your Email Notifications.

Coming soon: Automated customer emails for job scheduling, updates, and cancellations.