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How to schedule a job

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Go to Schedule → New Job (in the Month view you can also double-click a day). Pick the customer, then set the date and time.

On the Crew and Boss plans, assign it to a team member from the Dispatch board.

On the Crew and Boss plans, if the job has a start time, customers who have agreed to receive texts get a reminder the day before.

Texts go out only from a Crew Rivet business texting number, which comes with the Crew and Boss plans.

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