Schedule a job

Select New Job in the top right — or just click an empty slot on the calendar, and the form opens with that date and time already filled in. Then open the Customer dropdown and pick who the work is for; start typing to filter the list, or select Create new customer to add one without leaving the form (see create a customer).

Confirm the Start Date & Time and enter a Duration — type 2 for two hours or 1h30m for ninety minutes. Picking the customer fills their primary address in under Location with Existing Address selected; use Select Address to choose a different saved address, or pick New Address to type a one-off address. The Quote dropdown links the job to one of the customer’s quotes — it’s disabled and reads No quotes for customer when they have none.

Under Service Details, build a service row: pick a Surface, add an optional Description, choose a Unit (Sq. Ft., Linear Ft., Hourly, or Fixed Price), enter the required Quantity — square-footage rows include a Draw area on map button (see draw a service area) — and set the Complexity (LOW, MEDIUM, or HIGH). + Add Surface adds another row; there are no prices here, because pricing lives on the quote and the invoice. Under Technician, pick Assigned To, set the Hourly rate, and tick Add to Expenses to count their paid time against the job — + Add Technician assigns more than one person. Notes holds anything the crew should know.

Select Save & Schedule. A green Job created successfully message appears and the job lands on the calendar at the time you chose, as a chip showing its start time and job number.

There’s no drag-and-drop on the calendar — moving a job goes through the form. Select Edit in the preview pane to open the Edit Job form, prefilled. Change the Start Date & Time to move the job, or switch Assigned To to hand it to a different technician.

Select Save & Schedule. A green Job updated successfully message appears and the chip moves to its new time on the calendar.

Day shows a single day’s timeline, Week a full week, and Month the whole month. Today jumps back to the current date, and the Previous and Next arrows step one day, week, or month at a time. Flip the Default view switch while you’re in a view to make it the one the schedule always opens in.

In the job form, switch on Enable repeat under Recurrence. The rule starts as Daily with every day of the week ticked under Repeat On — leave them all selected for true daily, or unselect days to repeat only on the chosen weekdays.

Weekly repeats every week on the start date’s weekday. Set the End Condition — Never ends, Ends after a number of occurrences, or Ends on a date — and optionally tick Skip public holidays to skip occurrences that land on a public holiday. Start Date sets when the pattern begins.

Custom repeats every N days or weeks: set the number under Repeat Every and pick Days or Weeks. With Weeks selected, Repeat On appears so you can choose the weekdays. The fourth option, Monthly, repeats the job each month on the same weekday — for example, the third Monday of every month.

Select Save & Schedule. CleanOps generates every occurrence up front — here, a weekly rule ending after 6 occurrences put a job on six consecutive Mondays. Each occurrence is a real job: it shows on the calendar and in Job History, and can be worked like any other job.

Select Cancel… on an occurrence. The Cancel job or entire series? dialog asks whether to cancel just this occurrence or all future occurrences: Cancel This Job cancels only the one you opened — the rest of the series stays scheduled — while Cancel Series cancels them all. Back closes without changes. To remove a series outright, use Delete Series instead; it permanently deletes every job in the series. On a one-off job, Cancel… opens the same dialog with just Back and Cancel This Job.

Open the Technician filter, tick one or more technicians — or All Technicians — and select Apply. Multiple selections are allowed.

Instead of a repeating rule, + Add Date under Multiple Dates schedules the same job on extra discrete dates, each with its own time and duration — Remove deletes a row. A job with multiple dates can’t also repeat; as the form notes, recurrence will be disabled. And a job always needs a customer — leave Customer empty and the form shows can’t be blank.

Pick a start time that’s already passed and CleanOps checks before saving. The Schedule Time in the Past dialog warns that this is unusual: Cancel & Review goes back to the form, Yes, Schedule Anyway saves it, and ticking Suppress all notifications for this job keeps a bookkeeping-only job from sending any notifications to the customer or technicians.