Scheduling Jobs

Schedule jobs in advance so your team knows where they need to be and when. provvio supports one-off jobs and recurring schedules.

Creating a One-Off Job

1. Go to Schedule in the sidebar
2. Click Add Job
3. Fill in the details:
4. Click Save

Creating a Recurring Job

For jobs that repeat on a schedule:

1. Go to Schedule and click Add Job
2. Set the frequency:
3. Set the start date and optionally an end date
4. Set expected arrival time and estimated duration
5. Set schedule days ahead - how far in advance future visits should auto-create
6. Fill in the rest of the job details
7. Click Save

provvio will then automatically materialise visits on the schedule going forward.

Viewing the Schedule

The schedule shows:

• Calendar view - all jobs on a monthly/weekly/daily calendar
• List view - a simple list of upcoming jobs
• Team view - each team member's schedule

Editing or Cancelling Jobs

One-off jobs: click on the job and edit or cancel it.

Recurring jobs:

• Edit this occurrence only - changes one instance
• Edit all future occurrences - changes the recurring pattern from now on
• Pause the job to stop auto-scheduling without deleting history
• Cancel a single occurrence or the whole series

Notifications

Team members receive notifications for new assignments, changes, and (on Pro) configurable SMS reminders to clients before scheduled visits.

Tips

• Set up recurring jobs for your regular contracts - it saves time and stops things slipping
• Use the team view to balance workload across the crew
• Set realistic estimated durations - the dashboard analytics use them to show how visits track against expectations