Waitlist

The Waitlist is where you manage jobs that need to be scheduled but don’t have a date yet. Instead of losing track of unscheduled work, you can add it to the Waitlist and schedule it when you’re ready.

You can access the Waitlist two ways:

• From the Schedule — Click the Waitlist tab on the right side of the calendar screen. It will slide out as a panel on the right side so you can see your waitlist alongside your calendar at the same time. From here you can drag and drop waitlist items directly onto your calendar to schedule them quickly
• Full Waitlist Page — Click Waitlist in the left side menu under Schedule for the full page view with all filters and options

Summary

At the top of the page you will see three summary cards:

• Total — The total number of items on your waitlist
• Overdue — Items that are past their deadline
• Due Soon — Items that are due within the next 7 days

Filters

You can filter your waitlist using several options:

• Search — Search for a specific item by name
• All — Show all waitlist items
• Overdue — Show only items past their deadline
• Due Soon — Show only items due within 7 days
• Ready — Show only items that are ready to be scheduled
• Active / Inactive — Toggle between active and inactive waitlist items
• Sort — Sort the list by different criteria

Group By
Click the Group button to group your waitlist by:

• No Grouping
• Estimate
• Customer
• Service Category
• Crew

Filter By
Click the Filter button to filter your waitlist by:

• Crew
• Customer
• Service Category

Waitlist Columns

Each item in the waitlist shows:

• Status — Whether the item has a date set or not
• Event Name — The name of the job
• Earliest — The earliest date the job can be scheduled
• Latest — The latest date the job should be scheduled
• Customer — The customer name
• Property — The property address
• Last Service — The last time this property was serviced
• Crew or Employee — The crew or employee assigned
• BH — Budgeted hours for the job
• Notes — Any notes for the job
• Total — The dollar amount for the job

Scheduling Waitlist Items

Schedule a Single Item
Click the three dot Actions menu on the right side of any waitlist item and select Schedule to schedule that item. You can also select Hide to hide the item from the waitlist without deleting it.

Schedule Multiple Items at Once
Check the boxes next to the items you want to schedule, or click Select All to select everything. Then click the green Schedule Selected button to schedule them all at once.