How to Schedule a Job

Scheduling a job within Pathway will create a job on the Atom App, which is used for your engineers, technicians, and tradespeople.

Note: The main cause for jobs missing from an engineer's view is that they have not been scheduled correctly.

There are two places that you can schedule a job. This article covers both methods, as well as how to handle scheduling overlaps and assigning lead tradespeople.

From Within a Project

When you reach the relevant status in your project, click the Schedule action button in the Actions block on the left-hand side.

The Schedule screen will open, and you will see:

• Your Tradespeople listed on the left-hand side.

• Calendar availability in the middle. (Sundays are shaded to indicate non-working days, but remain fully bookable).

• A Filter panel in the top right (filters open in a panel that you can click away to close).

• A View dropdown to change the calendar from Rolling Month to Month, Week, or Day.

• A Status Key at the bottom showing different colored jobs (e.g., Scheduled vs. In Progress) along with a live count of how many are currently in your view.

Assigning the Date and Time

1. Locate a space in the tradesperson's calendar. You will see row and column highlights to clearly show when and who you are selecting.

2. Click the day you wish to schedule the job for.

3. A details panel will slide in beside the calendar. The calendar will shrink to make room so you can still view and click every day of the week while the panel is open.

4. The panel displays the job's actual status at the top (e.g., Scheduled, In Progress). If the job hasn't been placed yet, no tag will show.

5. In the details panel, you can:

   • See the project details (address, contact info).

   • Set the start and end date/time of the overall job.

   • Set specific start and end dates/times for each tradesperson.

   • Select the Tradesperson (if you are in the Month view. In Rolling Month, Week, or Day, this defaults to the row you clicked).

Adding Multiple Tradespeople

1. To add another tradesperson, click the Add Tradesperson button.

2. Use the alphabetical dropdown (you can type to search) to select their name, then click Confirm.

3. If required, click Add specific date and time next to a tradesperson's name to set individual requirements. If you do not set this, each tradesperson defaults to the overall job date and time.

4. Once you are ready, click Schedule Now.

5. Your job is scheduled, and a confirmation message will appear in the bottom right of the screen.

On the Main 'Schedule' Page

Click Schedule on the left-hand side menu. You will see your unscheduled jobs list on the left and the Calendar view on the right.

Navigating the Jobs List

• Search: A permanent search box is located at the top of the list. You can quickly search for a job by customer name or postcode.

• Filter: Click the badged Filter button to filter the list by Job Type. The badge shows the number of active filters. (Hover over the button to see what it filters by).

• Job Cards: Each card displays the job type and a "Schedule" label at the top, the customer name and postcode below, and an Assign button on the right.

If you want to view full project details before scheduling, click into the job to open the details drawer, then select Go to project. This will safely open the project in a new tab so you do not lose your calendar view or any half-entered details.

Scheduling the Job

1. Check the available slots on the calendar (blank tiles). Note that calendar chips expand to show the customer name and postcode when space allows (such as in week and day views).

2. To assign the job, simply drag and drop the job card onto the calendar. Alternatively, click Assign on the job card and choose the date/time and tradesperson manually.

3. The details panel will slide in beside the calendar.

4. Set your overall job duration, and add specific dates/times for individual tradespeople if needed.

5. Click Schedule Now.

For a quick video outlining the newest updates to scheduling please click on the link below:

Latest updates

Scheduling With Overlaps

If you try to schedule a job over an existing appointment, the system will alert you that an overlap has been detected. You will see the overlap warning directly within the open details panel.

You have two options:

1. Resolve it: Choose a different date or time, then click Check Overlaps to confirm the new time is clear.

2. Proceed anyway: Click Schedule (with overlaps) to double-book the slot intentionally.

What is a Lead Tradesperson?

A lead tradesperson has full edit access and rights to the Atom job, allowing them to complete the Atom job as normal. Any supporting tradespeople will have the Atom job available on their app, but it will be read-only, displaying high-level information. Their schedule will simply block out the time slot.

• Every job can have one Lead Tradesperson.

• This is indicated by the person icon being highlighted and the word (lead) showing next to their name in the details drawer.

• You can change the lead at any time by clicking the person icon next to a different tradesperson's name.