Schedule the install

A new work order is ready to install, but it isn't on anyone's calendar yet. The Schedule workspace is where you put each install on a day and assign the crew who'll do it. The install's date windows come straight from the close-out checklist — so a work order you just created already shows up here as an install waiting to be scheduled.

In this guide, you'll:

• Find an unscheduled install in the Schedule workspace
• Open its details and review any constraints
• Assign a crew to the job

1. Open the Schedule workspace

Under Operations, open Schedule. Two areas do the work here:

• The Jobs list (left) — every install, grouped by territory (like Ogden / Davis). Each job shows the client, the time window, the job type, and which crew it's assigned to — or Unassigned. Use the filter and the Time sort to find what you need.
• The Schedule timeline (bottom) — your crews down the side and the hours across the top, with tabs to move between days of the week. A scheduled job sits on its crew's row at its time.

2. Find the install and review it

In the Jobs list, find the install you want to schedule — a brand-new one shows as Unassigned. Expand it to see its revenue and any constraints the crew needs to honor (for example, a "No after 9pm" tag).

Select View full details to open the job panel on the right. It shows the status, the type (Install), the window (the dates the work can happen, carried over from the close-out), any notes, and the contact address.

3. Assign a crew

In the detail panel, open Assign a crew… and choose a crew. BriteBase assigns it right away: the job picks up the crew and its roster — with the crew lead marked — and lands on that crew's row in the timeline for the scheduled day.

That's it — the install is scheduled. To move it to a different day later, use Reschedule; to pull it back off the calendar, use Return to backlog.

Next

With the install scheduled and a crew assigned, the job runs in the field. When the season ends, it's time to take it down.