Scheduling jobs and the calendar
Winning the job is half of it — the other half is knowing when it runs and who's on it. Once a quote's accepted, you can put the job on the calendar in about thirty seconds.
Getting to the scheduler
After a quote is accepted, the won-job card shows a Schedule job action. Tap it (or open the job and schedule from there). You don't have to wait until the job is "in progress" — scheduling is independent of status, so you can pencil a job in the day it's won.
What you set
- Start date — the day you're planning to begin.
- Crew size — how many painters are on it.
- Working days — Mon–Fri, Mon–Sat, or every day. Surfacely only counts the days you actually work, so a Mon–Fri job started on a Saturday begins on the Monday.
- Duration — leave Auto-calculate on and Surfacely works out the days from the quote's labour hours (hours ÷ crew ÷ an 8-hour day, rounded up). Or switch it off and set the days yourself.
- Notes — access, parking, prelims to pre-order — whatever future-you needs on the morning of day one.
As you fill it in, Surfacely shows the finish date so you can see straight away whether it clashes with the next job.
No labour hours on the quote? Auto-calculate has nothing to work from — switch it off and set the duration in working days by hand.
The calendar
Open Calendar from the menu to see every scheduled job — an agenda list of what's coming up, plus a month grid for the wider view. It's the fastest way to spot a gap or a double-booking before it bites.
Rescheduling
Rained out, or the client pushed it a week? Open the scheduler again, change the date, and add a quick reason (e.g. "rained out, pushed a week"). Surfacely keeps a count of how many times a job's moved, so a job that keeps slipping is easy to spot.
Who can schedule
Scheduling is available to owners and managers. Crew and viewers can see the calendar but don't set or move jobs.