> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zuper.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Schedule a Job Using a Job Checklist 

When working on a job, you may need to complete the checklist associated with the current job status and then switch to a separate scheduling workflow to assign a technician and find a suitable time slot. This can add an extra step to the job update process. 

That’s where the **Schedule Job** field comes in. It brings scheduling into the job checklist workflow, allowing you to select an available technician time slot or specify the schedule directly while completing the checklist. 

Depending on how the field is configured, you can use **Assisted Scheduling** to find an available time slot or **Manual Scheduling** to specify the schedule directly. 

**For example,** when a job is updated to **Scheduled** status, the associated checklist appears. Instead of completing the checklist and then switching to a separate scheduling workflow, you can now use the **Schedule Job** field within the checklist to assign a technician and schedule the job as part of the same workflow. 

> [!NOTE]
>
> **Note:** An administrator must configure the **Schedule Job** field in the job checklist before it can be used. For more information, see [Configuring Job Checklist](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-job-checklist.md#information).

## Schedule a Job Using the Schedule Job Field 

When you update a job status with a checklist, the checklist appears. If the checklist contains a **Schedule Job** field, you can schedule the job while completing the checklist. 

1. Select the required job. The job details page appears. 
2. Click **Update Status** on the quick action bar. 

   ![Update Status](https://mintcdn.com/zuperinc/cDh_fWgi-q0gqIHk/images/Update-status.png?fit=max\&auto=format\&n=cDh_fWgi-q0gqIHk\&q=85\&s=0534b5700e1d963eb4c7edc085636f15)
3. Select the job status associated with the checklist. 
4. Complete the required checklist fields. 

   ![Checklist](https://mintcdn.com/zuperinc/4Oz5SbNo7EvMX_TV/images/Checklist.png?fit=max\&auto=format\&n=4Oz5SbNo7EvMX_TV\&q=85\&s=ede80669afa65c4ba3053ed771bbba13)
5. In the Schedule Job field, schedule the job for the technician based on the configured scheduling method.  

**Assisted Scheduling**

If the Schedule Job field is configured for Assisted scheduling, you can find an available technician time slot based on the selected teams and technician availability. 

* Click **Pick a technician time slot based on availability**. The **Check availability** window opens. 

  ![Checklist 1](https://mintcdn.com/zuperinc/4Oz5SbNo7EvMX_TV/images/Checklist-1.png?fit=max\&auto=format\&n=4Oz5SbNo7EvMX_TV\&q=85\&s=3e9deaf7756d413860ff5bbb562048c2)

* Select the required date. 

* Review the teams selected for scheduling. 

> [!NOTE]
>
> Teams configured in the Schedule Job field are selected by default. You can clear the selected teams or select additional teams to find available time slots across multiple teams.

* Review the available technician time slots. 
* Select the required time slot. 
* Click **Use this Schedule**. 

  ![Check Availability 1](https://mintcdn.com/zuperinc/4Oz5SbNo7EvMX_TV/images/Check-Availability-1.png?fit=max\&auto=format\&n=4Oz5SbNo7EvMX_TV\&q=85\&s=52b15521679b39a153caf297fb17a8da)

The selected schedule appears in the **Schedule Job** field.

**Manual Scheduling**

If the Schedule Job field is configured for Manual scheduling, you can specify the schedule directly. 

* Click **Pick a technician time slot based on availability**. The **Manual Scheduling** window opens.  

  ![Checklist 1 1](https://mintcdn.com/zuperinc/4Oz5SbNo7EvMX_TV/images/Checklist-1-1.png?fit=max\&auto=format\&n=4Oz5SbNo7EvMX_TV\&q=85\&s=8f19a397deb0297fd5ea88a57c24fd6b)

* Under **Scheduled Start Time**, specify the start date and time. 

* Under **Scheduled End Time**, specify the end date and time.

* To schedule the job for the entire day, enable **All day**. 

* Click **Apply**. 

  ![Checklist Manual](https://mintcdn.com/zuperinc/4Oz5SbNo7EvMX_TV/images/Checklist-Manual.png?fit=max\&auto=format\&n=4Oz5SbNo7EvMX_TV\&q=85\&s=aed64cd2500a848704ff05b3ca4995a4)

The selected schedule appears in the **Schedule Job** field. 

6. Review the selected schedule in the **Schedule Job** field. 

7. Click **Update** to submit the checklist and update the job. 

![Checklist Updated Manual](https://mintcdn.com/zuperinc/AwWSZ3gO3VYNHJ1F/images/checklist-updated-Manual.png?fit=max\&auto=format\&n=AwWSZ3gO3VYNHJ1F\&q=85\&s=2e9fe7bd99122bd4b3f441f70430bd05)

> [!NOTE]
>
> **Note:** For more information about Assisted Scheduling and how available technician time slots are determined, see the [Assisted Scheduling](https://docs.zuper.co/Work_Order_Management/Jobs/Assisted_Scheduling.md#assisted-scheduling) article.

## What if appointments are enabled? 

An **appointment** represents a scheduled visit to the customer site. When you create a job, Zuper automatically creates an initial appointment. If a technician needs to return to the site, you can add additional appointments to the same job instead of creating separate jobs or rescheduling an existing appointment. 

When you use the **Schedule Job** field, the scheduling behavior depends on the number of appointments associated with the job. 

> ****If there is one appointment****
>
> If the job has one appointment, the existing appointment is used for scheduling. 
>
> Select the technician time slot or specify the schedule based on the configured scheduling method. When you submit the checklist, the schedule of the existing appointment is updated.

> ****If there are multiple appointments****
>
> If multiple appointments are associated with the job, the **Schedule Job** field displays a dropdown that allows you to select the appointment you want to schedule. 
>
> 1. Select the required appointment from the dropdown. 
>
>    ![Choose Appointment](https://mintcdn.com/zuperinc/4Oz5SbNo7EvMX_TV/images/Choose-Appointment.png?fit=max\&auto=format\&n=4Oz5SbNo7EvMX_TV\&q=85\&s=416110cf95b0ab4c69656fecc02a27cc)
>
> 2. Select a schedule using the configured scheduling method: 
>    * **Assisted Scheduling:** Click **Pick a technician time slot based on availability**, select an available time slot, and click **Use this Schedule**. 
>    * **Manual Scheduling:** Specify the **Scheduled Start** and **End Time** and click **Apply**. 
>
>      ![Selecting Appointment Schedule 1](https://mintcdn.com/zuperinc/1O7dEOpIuXlyxOG-/images/Selecting-appointment-schedule-1.png?fit=max\&auto=format\&n=1O7dEOpIuXlyxOG-\&q=85\&s=79fc8882e302891ac9f6b981b0bd07d9)
>
> 3. Review the selected schedule. 
>
> 4. Click **Update**. 
>
> The selected appointment is scheduled with the selected time slot. 
>
> ![Updated Appointment](https://mintcdn.com/zuperinc/cDh_fWgi-q0gqIHk/images/Updated-appointment.png?fit=max\&auto=format\&n=cDh_fWgi-q0gqIHk\&q=85\&s=59ddd321a4cb43c02eb849b82cbf535f)
>
> > [!NOTE]
> >
> > **Note:** When multiple appointments are associated with the job, you must select an appointment before proceeding to schedule it.

For more information about appointments, see the [Appointments](https://docs.zuper.co/Appointments/Appointments.md) article.  

## Edit the Schedule 

You can edit the **Scheduling** component as long as the job is not in **Canceled** or **Closed** status. 

Depending on the scheduling method configured for the **Schedule Job** field, you can select another available time slot or update the scheduled start and end times. 

After making the required changes, click **Update** to save the schedule. 

## Best Practices 

1. Verify job permissions: Ensure users have the required permissions to access and use the Schedule Job field. No new permissions are introduced for this feature. 

* **Web**:
  * [ ] **Schedule Job**: Required to schedule a job that has not yet been scheduled.
  * [ ] **Reschedule Job**: Required to change the schedule of an already scheduled job.

* **Mobile**: Reschedule Job also allows users to schedule a job for the first time.

* **Assisted Scheduling**: Users must also have the **Update Assignment** permission to assign or reassign a job to a technician or team.

* **Appointments on mobile**: Users must also have the **Edit Job** permission to schedule appointments. This additional permission is not required on the web.

![Roles](https://mintcdn.com/zuperinc/wrbyOeb4dFbBykMQ/images/Roles.png?fit=max\&auto=format\&n=wrbyOeb4dFbBykMQ\&q=85\&s=ef8ad1ecc9630df7aecc9539dda87ca7)

2. **Understand field visibility**: Users who do not have the required permissions will not see the Schedule Job field in the checklist. However, saved responses remain visible to anyone who can access the submitted checklist. 

3. **Configure teams for Assisted Scheduling**: When configuring the Schedule Job field for Assisted Scheduling, select the teams that should be available by default. Users can modify the team selection while scheduling, subject to their permissions. 

4. **Consider appointment scheduling**: When appointments are enabled, ensure users have the Reschedule Job permission if they need to change the schedule of an existing appointment. 

For more information about configuring user roles and permissions, see [Custom Roles](https://docs.zuper.co/Settings/Users_Teams/General.md#custom-roles). 


## Related topics

- [Configuring Job Checklist](https://docs.zuper.co/Settings/Modules/Jobs/Configuring-job-checklist.md)
- [Managing Job Details](https://docs.zuper.co/Work_Order_Management/Job-detail-page.md)


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