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Use the Unassigned queue for jobs that aren't scheduled yet

Park new work in the Unassigned queue, then drag it onto a tech's day when you're ready.


▶ Watch: Use the Unassigned queue for jobs that aren't scheduled yet (39 s)

Steps

  1. Create the appointment as usual, but leave it without a technician (or pin it to a queue such as Unassigned or Closings).
  2. Open Schedule. The job waits in the Unassigned panel on the left, with a count badge.
  3. When you're ready, drag it from the panel onto a technician's row at the time you want.
  4. It keeps the address, service type and price you entered when you created it.

Questions? Email help@poolofficemanager.com or call 614-710-0074.