Trades

Job Scheduling Workflow for Trades

For busy trade teams, one missing material or unconfirmed appointment can disrupt a whole day. This map covers job readiness, booking, crew and equipment allocation, customer confirmation and updates when plans change.

Starts when

A job is approved and ready to be booked.

Ends when

The job is completed, checked, and its schedule record is closed.

Steps in this workflow

1. 1

   Confirm job readiness

   Check scope, materials, access, permits, and customer availability.

2. 2

   Choose a time slot

   Select a realistic date and duration based on travel and workload.

3. 3

   Assign people and equipment

   Allocate the crew, vehicle, tools, and any specialist support.

4. 4

   Confirm with the customer

   Send the appointment window and explain preparation or access needs.

5. 5

   Prepare the job pack

   Share instructions, site details, safety notes, and contact information.

6. 6

   Update the schedule

   Record completion or delays and notify affected customers and staff.