Featured articles
- creating-jobs
- calendar-basics
Help Center
Jobs & Scheduling
Create, assign, and manage jobs with our powerful scheduling tools.
35 articles
All articles
- Creating and Assigning Jobs: Learn to create jobs, assign technicians, and set up scheduling efficiently.
- Calendar Navigation and Views: Master the calendar interface for efficient scheduling and job management.
- Using the Dispatch Board: Real-time dispatch view for managing technicians and jobs throughout the day.
- Google Calendar Not Syncing - How to Fix: Troubleshoot Google Calendar sync issues in Local Business Pro by checking connection and permissions.
- How to Connect and Sync Google Calendar: Set up two-way sync between Local Business Pro and Google Calendar so appointments appear in both places.
- Appointments Showing Wrong Time? Timezone Troubleshooting: Fix appointment time display issues in Local Business Pro by checking timezone settings.
- Step-by-Step: Using the Route Planner for Multiple Jobs: Plan the most efficient driving route for multiple appointments in Local Business Pro.
- How to Reschedule Appointments Using Drag and Drop: Quickly move appointments to new times by dragging them on the calendar in Local Business Pro.
- Calendar Events Disappearing? Check Sync Settings: Troubleshoot missing calendar events in Local Business Pro by checking sync and filter settings.
- Best Practices for Managing Team Availability: Manage your team's calendar availability in Local Business Pro for efficient appointment scheduling.
- How to Share Booking Links with Customers: Generate and share self-service booking links so customers can schedule appointments in Local Business Pro.
- Cannot Create Appointments? Required Fields Checklist: Troubleshoot appointment creation issues in Local Business Pro by checking required fields and settings.
- How to View and Manage Appointments by Team Member: Filter the calendar to see individual team member schedules in Local Business Pro.
- Job Status Not Updating - How to Fix: Troubleshoot job status issues in Local Business Pro when changes don't save or display correctly.
- How to Create Jobs from Approved Estimates: Convert approved estimates into jobs in Local Business Pro with automatic data transfer.
- Cannot Assign Team Member to Job? Check Permissions: Troubleshoot team member assignment issues for jobs in Local Business Pro.
- Step-by-Step: Managing the Complete Job Lifecycle: Manage jobs from creation through completion and invoicing in Local Business Pro.
- How to Track Job Progress with Status Updates: Keep jobs current with status updates so your team knows what's happening in Local Business Pro.
- Job Line Items Missing After Conversion from Estimate: Troubleshoot missing line items when converting estimates to jobs in Local Business Pro.
- Best Practices for Job Notes and Documentation: Document job work effectively in Local Business Pro with notes that help your team and customers.
- How to Attach Custom Equipment Records to Jobs: Link equipment, vehicle, or property records to jobs in Local Business Pro for accurate service tracking.
- How to Find Completed Jobs Ready for Invoicing: Quickly find jobs that need to be invoiced in Local Business Pro using status filters.
- How to Use Job Filters to Manage Daily Workload: Use job filters in Local Business Pro to see today's work, active jobs, and team assignments.
- Equipment Not Showing in List - How to Fix: Fix issues when equipment doesn't appear in your Local Business Pro inventory list due to filters or sync issues.
- How to Add Equipment to Your Inventory: Add tools, vehicles, and machinery to your Local Business Pro equipment inventory for tracking and assignment.
- Equipment Status Wrong? How to Update Location and Assignment: Update equipment status in Local Business Pro when it shows the wrong location, assignment, or availability.
- Step-by-Step: Assigning Equipment to Team Members: Assign equipment to team members in Local Business Pro to track who has what tools, vehicles, and gear.
- How to Find Available Equipment for Jobs: Quickly find available equipment in Local Business Pro when you need to assign tools or vehicles for upcoming jobs.
- How to Track Equipment Maintenance and Repairs: Track equipment maintenance and repairs in Local Business Pro by updating status and documenting service history.
- How to Audit Equipment Assignments for Team Members: Audit equipment assignments in Local Business Pro to verify what each team member has and identify any discrepancies.
- Best Practices for Organizing Equipment by Category: Organize your Local Business Pro equipment inventory effectively using categories for tools, vehicles, machinery, and more.
- How to Search and Filter Equipment Effectively: Use search and filters in Local Business Pro to quickly find specific equipment in your inventory.
- How to Track Equipment Left at Customer Properties: Track equipment left at customer locations in Local Business Pro using the At Property status and notes.
- Setting Up Appointment Booking with Calendar Sync: Configure AI appointment booking that syncs with your Google Calendar in Local Business Pro.
- Managing Field Service Teams with Local Business Pro: Coordinate field technicians with calendar management, job assignments, and equipment tracking.