Skip to main content
Who uses this: Roles with permission to create and edit jobs. Availability: All regions.
You can create a job in FieldPulse that is not assigned to a particular team member and not scheduled ahead of time. For example, you may have a job to complete sometime in the next two weeks where the day is flexible and you have not yet decided which team member to assign it to. Create the job now as unassigned and unscheduled, then assign and schedule it at a later date.

​
Overview

An unassigned job has no team members on it. An unscheduled job has no date on it. A job can be unassigned, unscheduled, or both, and the job record shows each of those states until you fill them in. Once the job exists, you assign and schedule it in one of two places. The Unassigned tab under Jobs lists these jobs so you can open one and edit it, and the Hourglass list on the Schedule page lets you drag one onto a date and time.

​
Video walkthrough

Video walkthrough: unassigned and unscheduled jobs

​
Before you begin

  • Decide what you are leaving blank — the crew, the date, or both. Everything else on the job is filled in the same way as any other job.
  • How to Create a Job covers the rest of the job form, including linking the customer and setting the job title.

​
On web

​
Create an unassigned or unscheduled job

  1. Select Jobs under Work in the left-side menu, then select Create Job. The Jobs list with Jobs highlighted under Work in the left-side menu and the Create Job button highlighted in the top-right corner
  2. Complete the job details as normal. To create an unassigned job, leave the Assigned Users To Job field empty instead of adding team members. The Create Job form showing Customer Name, Job Title/Description, and Job Subtitle fields, with the empty Assigned Users To Job team members field highlighted
  3. To create an unscheduled job, select Clear Dates in the Dates section to remove the date and time information. The Dates section of the Create Job form with an empty Date, Start Time, and End Time, and the Clear Dates button highlighted next to Find Availability and Find By Map
  4. Add any other details you need, then select Save Job.
The new job record shows Unscheduled as the scheduled date and time and Unassigned as the assigned team members. You can schedule or assign the job at any time by selecting Edit. A saved job record with Scheduled Date/Time set to Unscheduled, Location set to Undetermined, and Assigned Team Members set to Unassigned, all highlighted on the job Info tab

​
Schedule a job from the Unassigned tab

  1. Select Jobs in the left-side menu, then select the Unassigned tab. The page lists the jobs that are unscheduled, unassigned, or both. The Jobs page with the Unassigned tab highlighted and a list of jobs showing Unscheduled in the Time column and an empty Assigned To column
  2. Select the job you want to schedule or assign.
  3. Select Edit to add a date and assign team members.
A job record with the Edit button highlighted in the top-right corner, next to Actions and Customer Communication

​
Schedule a job from the Schedule page

  1. Open the Schedule page and select the Hourglass icon on any schedule view to show unassigned and unscheduled jobs. The Team Schedule page in calendar day view with the hourglass icon highlighted in the toolbar and its Show Unassigned Jobs tooltip visible
  2. Drag a job from the Unassigned Jobs list on the left side of the screen onto the date and time you want. The Unassigned Jobs list open on the left of the Team Schedule, with a job dragged onto an 11 AM slot on the calendar
  3. Review the start date and time, end date and time, teams, and team members in the confirmation prompt.
  4. Select Yes to schedule the job.
The confirmation prompt asking whether to schedule the job for the listed start date, end date, teams, and team members, with the Yes button highlighted

​
Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. You are on top of this when work is captured the day the customer calls, every job without a date or a crew sits on the Unassigned tab, and scheduling one is a drag onto the day you want.