The Scheduler (**Logistic › Scheduler**) shows your pickup, delivery and on-site jobs on a calendar, in **Month**, **Week**, **Day** or **Agenda** view. In **Day** view each driver gets a column, plus an **Unassigned** column for jobs nobody has yet. Drag a job to another time, day or driver, then click **Confirm updates** and **Confirm** to save your changes together. ## What the Scheduler is for The Scheduler is the calendar view of your jobs. Dispatchers use it to plan the day: see how full each driver's day is, give unassigned jobs to someone, and move a visit when a customer asks for another time. It shows the same jobs as **Logistic › Jobs** (the list) and **Logistic › Job Map** (the street map). A change you confirm on the Scheduler shows on those pages and in your drivers' EasyBiz Workflow app. At 8 AM a dispatcher opens the Scheduler in Day view. Three pickups sit in the **Unassigned** column. She drags two into Ahmad's column and one into Mei Ling's, moves a 2 PM delivery to 4 PM because the customer called, then clicks **Confirm updates (4)** and **Confirm**. --- ## Open the Scheduler 1. In the top navigation bar, click the **Logistic** dropdown. 2. Click **Scheduler**. The Scheduler opens on today's date, normally in **Day** view. If **Scheduler** is missing from the **Logistic** menu, ask your account owner to check your access. Staff who can only see their own jobs see only the jobs assigned to them. --- ## Choose a view Use the buttons on the right of the toolbar to switch views. | View | What it shows | | --- | --- | | Day | One day from 8:00 AM to 10:00 PM, with a column for each person who has jobs that day (busiest first) and an **Unassigned** column when some jobs have nobody yet. | | Week | The next seven days, starting from the date you are on. | | Month | The whole month. When a day has more jobs than fit, click the "+ *n* more" link to see them all. | | Agenda | A list of one day's jobs. | To move through dates, use the arrows on the left of the toolbar. The button between them shows the dates you are looking at; click it to go back to today. In **Week** and **Month** view, click a date heading to open that day in **Day** view. ### What a job shows Each job on the calendar shows the order number, the customer's name and phone number, the address, and the job type. Its colour shows the status: | Colour | Status | | --- | --- | | Yellow | Pending assign | | Blue | Scheduled | | Green | Completed | | Red | Failed | | Grey | Any other status, such as Driver collected | In **Day** and **Week** view, a job without a time window fills the whole day, from 8:00 AM to 10:00 PM. --- ## Find jobs Use the controls in the toolbar: - **Search jobs...:** shows only the jobs that match an order number, customer name or phone, address, worker, job type, status, or note. - **Assignee:** show the jobs of selected workers, or the unassigned ones. - **Status:** show selected statuses only. - **Type:** show only pickups, deliveries, or on-site service jobs. - **Business Units:** show the jobs of selected business units. - **Location:** show the jobs of selected Locations. - **Clear filters:** remove every filter at once. In **Day** view, the **Assignee** filter also hides the other drivers' columns, so you can focus on a few people. --- ## Move or reassign a job 1. Drag the job to its new place: - In **Day** view, drag it up or down to change the time, or into another driver's column to give it to that driver. Drag it into **Unassigned** to take it off a driver. - In **Week** view, drag it to another day or time. - In **Month** view, drag it to another day. - To make a visit longer or shorter, drag the bottom edge of the job. 2. Repeat for any other jobs you want to change. Nothing is saved yet. 3. Click **Confirm updates** in the toolbar. The button shows how many jobs you changed. 4. In the **Confirm schedule updates** window, check each change. The old value is crossed out next to the new one. To drop one change, click the bin icon next to it. 5. Click **Confirm**. Giving a job to a driver changes its status to **Scheduled**. Moving it into **Unassigned** changes it to **Pending assign**. Your changes are only saved when you click **Confirm updates** and then **Confirm**. If you leave the page first, they are lost. The **Day** view only has columns for people who already have jobs that day. To give a job to someone else, click the job and choose them in its details (see below). --- ## Change a job's details Click a job to open its details. You see the order number, the address, date, customer contact, business unit and service, the assigned worker, and the note. Click a row to change it: - **Address:** enter the new address and click **Save**. - **Date:** pick a new date. The time stays the same. - **Worker:** pick a person. Only staff with a **Field Service** seat are listed. - **Note:** type or change the note for the driver. Then click **Confirm updates** and **Confirm**, the same as after dragging. --- ## What happens after you confirm - The jobs update on the Jobs page, the Job Map, and your drivers' EasyBiz Workflow app. - When you move a delivery job to another date, the order's delivery date moves with it. - When you move a **Failed** job to a new date, it opens again: it goes back to **Scheduled**, or to **Pending assign** if nobody is assigned. --- ## FAQs **Why is one of my drivers missing from the Day view?** > The Day view only shows columns for people who have jobs that day. Click a job and pick the driver in its details to give them their first job of the day. Also check the **Assignee** filter. **Why can't I pick a staff member as the worker?** > Only staff with a **Field Service** seat can be assigned jobs. See [Inviting Your Team and Managing Access](/docs/inviting-your-team-and-managing-access). **I dragged a job but it went back after I refreshed. Why?** > A drag is only a draft until you click **Confirm updates** and then **Confirm**. **What is the difference between the Scheduler, Jobs and the Job Map?** > They show the same jobs. Use the **Scheduler** to plan times and drivers on a calendar. Use **Jobs** for a list, bulk assigning, printing and exports. Use the **Job Map** to see where jobs and drivers are on a street map. **Can new jobs go to a driver automatically?** > Yes, when Field Service is part of your plan. Assignment rules give each new job to a driver based on its business unit, day, time window and area. See [Assigning Drivers Automatically](/docs/setting-up-assignment-rules). --- ## What's next - [Setting Up the Job Table](/docs/setting-up-the-job-table) → filter, bulk-assign, print and export jobs. - [Setting Up the Job Map](/docs/setting-up-the-job-map) → see jobs and drivers on a street map.