A works order lands, a customer rings and says "any day next week", a job comes in from the phone with no date on it yet. Every one of those is a job with no day, so none of them has a place on the diary itself. They sit in a list beside it instead, and you drag each one into a gap.
This is on a computer. On your phone, open the job and give it a date there.
Where it is
On the Schedule, the list runs down the left of the Day and Week views. It's there from the start.
Want the room back? Press the ✕ at the top of the list, or open View at the right of the toolbar and untick Unbooked jobs. It stays off on that computer until you tick it again.
Each job leads with its postcode and the first line of the address, then the customer, then the kind of job, how long it takes and when it's due. The ones due soonest are at the top, with anything overdue first, and jobs with no due date come after them, longest-waiting first. Finished and cancelled jobs aren't in it.
Type in the search box to narrow it down: a postcode, a street, the customer, the kind of job. Every word you type has to match, so boiler bs7 finds the boiler jobs in BS7.
Click a job to see the rest of it before you decide, the same as clicking one on the diary.
Drag one onto the diary
Pick a job up from the list and drop it where you want it.
- On the Day view, drop it at the time you want, in the engineer's column. A shaded outline shows where it will land and at what time before you let go.
- On the Week view (engineers down the side), drop it on the engineer's day. Mucka picks the time for you from what they've already got that day: the first gap in your working hours that's long enough for the job. If nothing's long enough, it goes straight after their last job, so you can see the day has run over and move something.
While the list is open, everybody on the team has a row on the Week view, even if their week is empty, so you can drop work on whoever's free.
The job keeps the length it already has, which is the job type's usual length unless somebody changed it. If the engineer's already booked at that time, or the drive won't fit, Mucka asks before it goes in, the same as moving a job.
See where it fits best
The moment you pick a job up, the diary shades where it would fit best in green. The darker the green, the better the fit. Each shaded day or slot says why, for example 2 mi from the 11:00 · done 14: it's two miles from that engineer's 11:00 job, and they've done 14 of this kind of job in the last year.
What decides it:
- Distance comes first. Mucka measures how far out of their way the job takes each engineer, from the job before the gap to the job after it. Someone with an empty day is measured from where their day starts (the office, or home if you've set days to start from home under Settings, Work, Diary).
- Experience breaks a tie. When two engineers are about as close as each other, the one who's done more of this job type goes first.
- Nobody missing a qualification is suggested. If a gas safety check needs Gas Safe, only engineers with it are shaded. You can still drop the job on anyone; Mucka asks first, the same as always.
The best options on screen are always the darkest green, so even a week with nothing booked yet shows who's free. Distances are as the crow flies, so it's a guide to who's nearest rather than a drive time, and nothing more than 60 miles out of the way is shaded.
Don't want the shading? Switch off Suggested engineers in Settings, Work, Diary. It's for everyone in the business, and the list and dragging work just the same without it.
On the Week view, dropping a job on a shaded day puts it in that day's best gap, not just the first one. On the Day view it still goes exactly where you drop it.
Nothing shaded? The line at the top of the list says why: the job has no postcode, nobody on the team has the qualifications it needs, nobody has a gap long enough on the days you're looking at, or nobody is within 60 miles of it.
It goes in pencilled
A job you drag in is pencilled, not booked. It holds the slot and shows shaded on the diary, but:
- the customer hears nothing. No booking confirmation and no reminder until you confirm it.
- the engineer isn't messaged either. They'll see it shaded on their diary.
When it's agreed, open it and press Book it in. Everything about confirming a pencil is in Pencil a job in.
Common gotchas
- You don't see the list? The list is for the office. It needs permission to see the whole team's diary and to edit jobs (Settings → Team → People → Roles).
- Not on Month. The list only shows on the Day and Week views.
- Not the Unassigned row. A pencil goes on somebody's diary, so you can't drop one on the Unassigned row.
- Jobs from JobLogic aren't listed. JobLogic jobs are booked in JobLogic, and Mucka can't change their dates.