Open the estimate/job detail page 

Click 'Undo' directly above the 'Schedule' icon 

Click 'Unschedule Job' on the pop up window to confirm

Note: You cannot unschedule a recurring job. You can, however, change the time and date for one or all occurrences.

Once the job has been unscheduled, the 'Schedule' icon will become grey

To schedule, you can drag and drop the invoice box OR click on the box once to go to the job details page

Note: estimates will not be found in this section, you will need to locate those in your Estimates report (see C below)

You will see the Status as 'Unscheduled'

Click onto the estimate to access the estimate details page schedule

You will see the Status as 'Needs scheduling'

Click onto the job to access the job details page schedule

From your Dashboard, click the SEE ALL JOB / SEE ALL ESTIMATES to access your job or estimates report

You can use the search bar (in the upper right corner) to search for the unscheduled job/estimate using the customer name, address, invoice number, etc. 

You can also filter the report by 'Job Status'. Simply click on the funnel at the top of the column and select 'Unscheduled' and click 'Apply' (see video below) 

To schedule, click on the invoice or estimate number and schedule through the details page (click on the 'Schedule' icon)

Open the estimate/job detail page

Scroll to the 'Schedule' section and click the pencil icon

Tap where it says 'Unschedule'

Click 'Done' to save

To access these unscheduled jobs, go to your mobile app dashboard and click 'Needs Attention' at the top.

All the unscheduled jobs and estimates will say 'Schedule' in blue on the left column.

Click on the job/estimate to go to the details page and schedule.