Internal scheduling tool — The Helping Company, LLC
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M
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Production
Open
Rain
🌧️ Rain forecast (automatic)
90°+ heat
Holiday
Booked full
⚡ Quick schedule
On the phone with a customer? Put them on the board now with just a name, a day and a crew.
It lands on the calendar marked needs work order — build the full work order later and
the flag clears itself. Nothing is lost in between.
Ready to Schedule
Sold jobs in JobNimbus
Real jobs with no date yet — from a take-off sent over without one, or moved off a day.
Give one a date to put it on the board. For subcontractor work, prefer scheduling from the
Work Order tool.
Priority Schedule List
Logging a Job
Jobs are no longer created here. Subcontractor work is logged and scheduled in the
Work Order tool, which sends it to the crew's portal with the crew description,
photos and a work-order PDF attached — none of which this form could do.
Take-offs send their jobs over without a date; those wait in Ready to Schedule above.
Anything WITH a date is on the calendar — a job that has not been confirmed as scheduled still
shows, marked unconfirmed, rather than being hidden.
