User Guide

Scheduling & Routes

Three ways to answer "who is doing what, when": the Timeline for how projects sit across the calendar, the Scheduler for placing individual tasks on people's days, and Routes for crews that visit several sites in one run.

Quick overview

Screen	Answers	Works on
Timeline	Which projects overlap, and where the crunch weeks are	Projects & tasks
Scheduler	What is on each person's day, and who is free	Tasks
Routes & Destinations	Which stops a crew hits today, in what order, and what they do at each	Routes

All three are Plus plan and admin-only.

Where to find it

Operations          (admin)
├── …
├── Timeline
├── Scheduler
├── Wall Canvas
├── Routes & Destinations
└── …

Timeline (Gantt)

A Gantt chart of your projects and their tasks — the "Project Gantt". Each bar is a project running from its start date to its end date, with tasks underneath.

Two controls:

Zoom scale — Daily, Weekly or Monthly. Daily for this week's detail; Monthly to see the year and spot the gap you can sell into.
Project filter — all projects, or one at a time.

Every bar shows its own dates. A project bar runs from the project's start date to its end date, whatever dates its tasks have. Each task bar underneath runs from the task's start date to its due date, so you can see at a glance when a task runs past its project. A project with no end date is drawn up to its last task (or as a single day if it has none) — give your projects an end date to see their real length.

Scheduler

A calendar of tasks you can drag around. Where the Timeline shows projects over months, the Scheduler shows people over days.

This screen's header is still in English regardless of your language setting.

Filters

The filter bar is the point of the screen — it's how you turn a wall of appointments into a question you can answer:

Filter	Use it to
Search	Find a task by name
Status / Priority	Show only what's unfinished, or only what's urgent
User	One person's schedule
Project	One job's work across everyone
Only mine	Your own assignments
Only overdue	The list to work through first thing Monday
This week	Narrow to the current week
Only unassigned	Work that has nobody on it — the most useful filter on the screen

A counter shows how many filters are active, with a one-click clear so you don't spend ten minutes wondering where all the tasks went.

Dragging work around

Drag an appointment to a different day or a different person and the underlying task updates — assigned user, title, start and end. There is no separate "appointment" to keep in sync; the calendar is a view of the tasks themselves.

Create an appointment directly on the calendar and you're creating the task.

Hours per person

The Scheduler totals the scheduled hours per user, so you can see at a glance who has a 4-hour day and who has a 14-hour one before the week starts rather than after.

Routes & Destinations

For work that is a run of stops rather than a day on one site — service calls, deliveries, inspections, maintenance rounds. A route is one crew, one vehicle, one day, several destinations.

The list is a standard Jobmand grid: a Search box, a filter on every column (use the Status column to see active routes only), sorting, grouping and paging. Double-click a route, or use its View button, to open it and work on it. The other row buttons are Complete, Copy, Edit and Delete.

Route properties

Field	Notes
Name & description	"Tuesday north loop" — something a dispatcher recognises
Scheduled for	The date the route runs
Time zone	Matters if you operate across zones
Status	Planned → In Progress → Completed
Driver, Vehicle, Facility	Who drives, in what, from where
Crew	A crew label plus the individual crew members — these are the people who get timesheets when the route completes
Assigned user	Who owns the route
Project (for timesheets)	The project the route's hours are billed to. Get this right — it's how route labour reaches a job's cost
Total distance / estimated duration	Calculated for the planned order of stops

Destinations (stops)

Each destination is one stop, in sequence:

Name and customer — picking the customer auto-fills their principal address, so you rarely type an address twice
Address — street, city, state, ZIP, country, with Google Places autocomplete for anything not already on file
Dwell time — how long you expect to be there. This is what makes the estimated duration realistic
Sequence order — the position in the run

Suggest best order

Click Suggest best order and Jobmand reorders the stops into a more efficient run and recalculates the distance and duration.

It optimises for driving, not for the customer. Review the result before you dispatch — a stop that must happen before 9am, or after the tenant gets home, needs to be dragged back into place manually.

Service lines

Each destination can carry service lines — a service from your catalog plus a quantity, optionally linked to a contract. That's how a maintenance round under a service contract records what was actually delivered at each address.

Dispatch → Start → Complete

Action	What it means
Dispatch	The route is released to the crew — it appears on their phones
Start	The crew is rolling. This timestamp becomes their clock-in
Complete Route	The run is finished. This timestamp becomes their clock-out

Other actions: Activate / Deactivate to take a route out of circulation without deleting it, and Delete.

Completing a route

This is the step with consequences. When you click Complete Route, Jobmand generates a timesheet for every crew member on it:

Clock-in = the route's start time
Clock-out = the finish time
The hours are billed to the route's Project (for timesheets)

Those timesheets are route-locked: they can't be edited by hand. If the hours are wrong, correct the route's times — the timesheets follow. This is deliberate, so route hours and route billing can never drift apart.

A completed route is locked. Check the crew list, the start and finish times, and the billing project before completing. Fixing it afterwards means going back through the route, not through the timesheets.

Copying a route

Copy Route duplicates the whole thing — stops, sequence, services, crew — onto a new date. For a weekly round that visits the same twelve addresses, build it once and copy it every week.

Routes on the phone

The crew sees routes in the mobile app on the Routes tab. Employees only see routes they're a crew member of; whoever can edit routes sees all.

Route detail on the phone shows the stop count, distance and duration, an embedded map with numbered pins and the road path, the driver / vehicle / crew, and the ordered stop list with each stop's status and services — plus an open-in-maps action per stop.

Common workflows

Plan next week

Timeline, zoom Weekly — see which projects are live and where they overlap
Scheduler with Only unassigned on — find work with nobody on it
Drag those tasks onto people and days
Check the per-user hour totals — rebalance anyone at 60 hours
Clear the filters and sanity-check the whole week

Build a service round

Routes & Destinations → new route — name, date, driver, vehicle, crew
Set Project (for timesheets) so the labour lands on the right job
Add each destination: pick the customer to auto-fill the address, set the dwell time
Add service lines per stop, linked to the contract where applicable
Suggest best order, then drag any time-critical stop back into place
Dispatch — it appears on the crew's phones

Run and close a route (dispatcher)

Crew leaves — click Start
Follow progress as stops are marked done
Before closing, confirm the crew list and the billing project are right
Complete Route — timesheets are generated for every crew member
Approve those timesheets in Timesheets as usual

Repeat a weekly round

Open last week's route
Copy Route to the new date
Adjust the crew for who's working, add or drop any stops
Dispatch

FAQ & Troubleshooting

My Timeline is nearly empty but we're flat out.: Projects need a start and end date to draw a bar. Add dates to the projects and they appear.
I dragged a task in the Scheduler — did that change the task?: Yes. The calendar is a view of the tasks. Dragging changes the task's dates and, if you drop it on another person, its assignee.
The Scheduler looks empty.: Check the filter counter. Only mine or Only overdue left on will hide almost everything. Click clear.
Suggest best order put a stop in a bad slot.: It optimises driving distance only. Drag the time-critical stop back to where it needs to be; the rest of the order stays.
The route generated timesheets with the wrong hours.: Correct the route's start and finish times. The timesheets are route-locked and follow the route, not the other way round.
A crew member didn't get a timesheet from the route.: They weren't in the route's crew members list when it was completed. Add them and it will apply to the next route; for this one, log the hours manually.
Route hours aren't showing on the project's cost.: Check Project (for timesheets) on the route — if it's blank or points at the wrong job, that's where the hours went. Also make sure the timesheets have been approved.
Can an employee edit a route?: No. Employees see the routes they're crewed on, read-only, with navigation. Admins build and dispatch.
Why can't I edit a completed route?: Completed routes lock so that the timesheets they generated stay trustworthy. Copy it to a new date if you need something similar.

Need help?

For training, access, or feature requests, contact your Jobmand admin. For bug reports include the screen name, what you clicked, what you expected, and what happened instead — with a screenshot if possible.