Jobs & Scheduling
Create, assign, and manage jobs with our powerful scheduling tools.
All Articles(35)
Using the Dispatch Board
Real-time dispatch view for managing technicians and jobs throughout the day.
Google Calendar Not Syncing - How to Fix
Troubleshoot Google Calendar sync issues in Local Business Pro by checking connection and permissions.
How to Connect and Sync Google Calendar
Set up two-way sync between Local Business Pro and Google Calendar so appointments appear in both places.
Appointments Showing Wrong Time? Timezone Troubleshooting
Fix appointment time display issues in Local Business Pro by checking timezone settings.
Step-by-Step: Using the Route Planner for Multiple Jobs
Plan the most efficient driving route for multiple appointments in Local Business Pro.
How to Reschedule Appointments Using Drag and Drop
Quickly move appointments to new times by dragging them on the calendar in Local Business Pro.
Calendar Events Disappearing? Check Sync Settings
Troubleshoot missing calendar events in Local Business Pro by checking sync and filter settings.
Best Practices for Managing Team Availability
Manage your team's calendar availability in Local Business Pro for efficient appointment scheduling.
How to Share Booking Links with Customers
Generate and share self-service booking links so customers can schedule appointments in Local Business Pro.
Cannot Create Appointments? Required Fields Checklist
Troubleshoot appointment creation issues in Local Business Pro by checking required fields and settings.
How to View and Manage Appointments by Team Member
Filter the calendar to see individual team member schedules in Local Business Pro.
Job Status Not Updating - How to Fix
Troubleshoot job status issues in Local Business Pro when changes don't save or display correctly.
How to Create Jobs from Approved Estimates
Convert approved estimates into jobs in Local Business Pro with automatic data transfer.
Cannot Assign Team Member to Job? Check Permissions
Troubleshoot team member assignment issues for jobs in Local Business Pro.
Step-by-Step: Managing the Complete Job Lifecycle
Manage jobs from creation through completion and invoicing in Local Business Pro.
How to Track Job Progress with Status Updates
Keep jobs current with status updates so your team knows what's happening in Local Business Pro.
Job Line Items Missing After Conversion from Estimate
Troubleshoot missing line items when converting estimates to jobs in Local Business Pro.
Best Practices for Job Notes and Documentation
Document job work effectively in Local Business Pro with notes that help your team and customers.
How to Attach Custom Equipment Records to Jobs
Link equipment, vehicle, or property records to jobs in Local Business Pro for accurate service tracking.
How to Find Completed Jobs Ready for Invoicing
Quickly find jobs that need to be invoiced in Local Business Pro using status filters.
How to Use Job Filters to Manage Daily Workload
Use job filters in Local Business Pro to see today's work, active jobs, and team assignments.
Equipment Not Showing in List - How to Fix
Fix issues when equipment doesn't appear in your Local Business Pro inventory list due to filters or sync issues.
How to Add Equipment to Your Inventory
Add tools, vehicles, and machinery to your Local Business Pro equipment inventory for tracking and assignment.
Equipment Status Wrong? How to Update Location and Assignment
Update equipment status in Local Business Pro when it shows the wrong location, assignment, or availability.
Step-by-Step: Assigning Equipment to Team Members
Assign equipment to team members in Local Business Pro to track who has what tools, vehicles, and gear.
How to Find Available Equipment for Jobs
Quickly find available equipment in Local Business Pro when you need to assign tools or vehicles for upcoming jobs.
How to Track Equipment Maintenance and Repairs
Track equipment maintenance and repairs in Local Business Pro by updating status and documenting service history.
How to Audit Equipment Assignments for Team Members
Audit equipment assignments in Local Business Pro to verify what each team member has and identify any discrepancies.
Best Practices for Organizing Equipment by Category
Organize your Local Business Pro equipment inventory effectively using categories for tools, vehicles, machinery, and more.
How to Search and Filter Equipment Effectively
Use search and filters in Local Business Pro to quickly find specific equipment in your inventory.
How to Track Equipment Left at Customer Properties
Track equipment left at customer locations in Local Business Pro using the At Property status and notes.
Setting Up Appointment Booking with Calendar Sync
Configure AI appointment booking that syncs with your Google Calendar in Local Business Pro.
Managing Field Service Teams with Local Business Pro
Coordinate field technicians with calendar management, job assignments, and equipment tracking.
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