[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-392968-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-392968-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","schedule-a-job-in-jobs-v2-quick-start-guide","Schedule a Job in Jobs V2 - Quick Start Guide","","This document provides a comprehensive step-by-step guide for scheduling jobs within the CaliPro Jobs V2 platform. It outlines the complete workflow, from navigating to the Job Management module and selecting customers, to configuring specific job details such as location, type, and scheduled services. The guide includes practical tips for managing customer contact information, interpreting job status labels like 'Incomplete' and 'Scheduled,' and utilizing the calendar system effectively. Users are instructed on how to update records with essential data such as engineer names and purchase order numbers to ensure seamless scheduling. It concludes with information on how to access further technical support via the official helpdesk email address.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/general/","General",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/schedule-a-job-in-jobs-v2-quick-start-guide/392968/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/schedule-a-job-in-jobs-v2-quick-start-guide/392968.png","ImageObject",442,249,{"name":42,"@type":43},"Alex Sinclair","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-31","2026-09-25",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",9,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How do I add services to a new job in Jobs V2?","Question",{"text":63,"@type":64},"Navigate to the 'To Schedule' tab, select the required items from the list, and click the '+ Add Scheduled Services' button.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What does an 'Incomplete' job status signify?",{"text":68,"@type":64},"An 'Incomplete' status indicates that while the job schedule template has been created, the specific date and other details have not yet been confirmed with the customer.",{"name":70,"@type":61,"acceptedAnswer":71},"When will a scheduled job appear on an engineer's calendar?",{"text":72,"@type":64},"The job will only be visible on an engineer's calendar after their name has been entered into the job record.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},392968,1791284282,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,114,119,124],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":111,"show_sort_weight":112,"slug":113},17,"Forms",40,"forms",{"id":115,"doc_module":22,"doc_module_name":25,"category_name":116,"show_sort_weight":117,"slug":118},18,"Letters",30,"letters",{"id":120,"doc_module":22,"doc_module_name":25,"category_name":121,"show_sort_weight":122,"slug":123},21,"Paper Templates",5,"papers-templates",{"id":125,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":4,"slug":126},158,"general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":125,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":122,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":26},1099523882182,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Schedule a Job (in Jobs V2)  \nA step-by-step guide for scheduling a job within CaliPro.  \n1. Click \"Job Management\"  \n2. Click \"To Schedule\"  \n3. Select the customer  \n4. Click “Schedule Job”  \n5. Select the “Job Location” from the drop-down list.  \n6. Select the “Job Type” from the drop-down list.  \n7. Choose the items that need to be included in the job.  \n8. Click “+ Add 4 Scheduled Services”  \nThe Scheduled Services chosen will now move to the job and disappear from this screen.  \n9. Click \"Summary\"  \n10. Add the customer’s “Contact Name” by clicking into the box and selecting from the drop-down list.  \nTIP!  \nIf no names appear, they have not been added to the customer’s record. To do this click on the icon to the right of the Customer field. This will open in a new tab.  \nTIP!  \nA job status of Incomplete means that the job schedule template has been set up but the date etc. has not been confirmed with the customer.  \n11. Once the date of the job is known it can be entered into the “Start Date” field.  \n12. Once the job date has been entered the “Job Status” can be changed to ‘Scheduled’  \n13. Click \"Update Job\" to save the record.  \nTIP!  \nA job can be scheduled months in advance as long as the date is entered. The record can then be updated with the engineer’s name, purchase order numbers, etc. nearer the time. It will not appear on an engineer’s calendar until the name has been entered.  \n14. For [further support please contact our helpdesk via](further support please contact our helpdesk via support@calipro.co.uk)[ ](further support please contact our helpdesk via support@calipro.co.uk)[support@calipro.co.uk](further support please contact our helpdesk via support@calipro.co.uk)","cbCaiiNm1TFy9pq4","https://ap.wps.com/l/cbCaiiNm1TFy9pq4","pdf",847461,"English","# Scheduling Workflow\n## Job Setup and Configuration\n## Finalizing and Updating Job Records","[{\"question\":\"How do I add services to a new job in Jobs V2?\",\"answer\":\"Navigate to the 'To Schedule' tab, select the required items from the list, and click the '+ Add Scheduled Services' button.\"},{\"question\":\"What does an 'Incomplete' job status signify?\",\"answer\":\"An 'Incomplete' status indicates that while the job schedule template has been created, the specific date and other details have not yet been confirmed with the customer.\"},{\"question\":\"When will a scheduled job appear on an engineer's calendar?\",\"answer\":\"The job will only be visible on an engineer's calendar after their name has been entered into the job record.\"}]","Schedule a Job in Jobs V2 - Quick Start Guide | PDF",1790376495]