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.
Open the Scheduler
- In the top navigation bar, click the Logistic dropdown.
- Click Scheduler.
The Scheduler opens on today's date, normally in Day view.
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
- 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.
- Repeat for any other jobs you want to change. Nothing is saved yet.
- Click Confirm updates in the toolbar. The button shows how many jobs you changed.
- 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.
- Click Confirm.
Giving a job to a driver changes its status to Scheduled. Moving it into Unassigned changes it to Pending assign.
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.
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.
What's next
- Setting Up the Job Table → filter, bulk-assign, print and export jobs.
- Setting Up the Job Map → see jobs and drivers on a street map.