Schedule an install

How to schedule a roofing install in RidgeSync — set the start date, an end date for a multi-day job and a crew note, then see it on the shared month calendar.

1. 1

   Schedule from the job

   On the job’s “Scheduled work date” card, click “Schedule”: set a Start date, an optional End date (multi-day) and a Note (crew, arrival time), then “Save to calendar.” You can “Reschedule” or “Clear” later.

2. 2

   See the Calendar

   Go to Calendar in the sidebar for the month view. The legend shows teal “Scheduled job,” red “Task due,” and emerald “Close date.” Click an event to open its job.

3. 3

   Schedule from the calendar

   Hover a day and click the “+” to open “Schedule on <date>,” search an unscheduled job, and assign it.