Scheduling

Keep your crew on track with Tallie’s scheduling tools. Plan your jobs on the calendar, assign crew members, and manage your workload week by week.

What You’ll Learn

• How jobs flow from estimates to the calendar
• Using the calendar to plan your week and month
• Managing job details and adding notes
• Assigning work to team members
• Using AI to find the best times for your jobs

Overview

The Schedule page is your home base for planning work. You can see all your upcoming jobs, drag items to reschedule them, and keep your team organized.

How Jobs Get to the Calendar

Jobs in Tallie follow a simple flow:

Estimate approved → Job created → Job scheduled on the calendar

When a client approves an estimate, a job is created automatically. That job appears in the “Needs Scheduling” panel, ready for you to assign dates and put it on the calendar.

Getting Started

From your dashboard, click Schedule in the sidebar. You’ll see:

1. Needs Scheduling - Jobs waiting to be put on the calendar
2. Your Calendar - Week or month view of all scheduled jobs

Topics

• Creating Jobs - Schedule jobs and assign dates
• Calendar View - Navigate and manage your schedule
• Job Details - View and edit job information
• Team Scheduling - Assign work to your crew