How to Assign Jobs to Routes (Providers)

How to assign jobs to your team and adjust time

Step-by-Step: Scheduling & Assigning Jobs to a Team

1. Open the Schedule Board

   • View the list of jobs for the day.

   • Example: 4 houses to assign.

2. Select a Team

   • Example: Shelly & Holly.

   • Check their schedule (currently empty).

3. Assign the First Job

   • Click the job (e.g., “Lollipop Weekly”).

   • Job appears at the bottom with details.

   • Set arrival time (e.g., 8:30 AM → adjust to 8:45 AM if needed).

   • Click Lock → Save → Assign.

   • Job turns green (color-coded as assigned).

4. Adjust Arrival Times

   • Example: Change Lollipop’s time from 8:45 to 8:00 AM.

   • Job shifts up on the team’s schedule.

5. Assign a Second Job

   • Choose another job (e.g., “Ozzy Osbourne Weekly” with arrival window 10:30–1:30).

   • Place it at 1:30 PM (or another fitting time).

   • Lock and assign.

   • Now Shelly & Holly have 2 jobs for the day.

6. Add an Extra Team Member (Optional)

   • If workload is heavy, add another member (e.g., Herman) to the team.

   • The system adjusts time estimates automatically for a larger team.

7. Reassign or Adjust Jobs

   • Example: Move Ozzy’s arrival time earlier (e.g., to 11:30 AM) now that more help is added.

8. Track Assigned vs. Unassigned Jobs

   • Assigned jobs = show under the team (green).

   • Unassigned jobs = remain in the unassigned list.

9. Move to Next Team

   • Use the “Next Team” option to assign other jobs (e.g., to George Strait’s team).

   • Leave some unassigned if planning to share jobs later.