Job scheduling template
One row per job, from the call coming in to the invoice going out. Eleven fields, and four filters matching the four moments of the day: what we're doing today, what isn't placed yet, who's doing what, and what still needs invoicing.
What's in the template
- Job number: as text.
- Customer, Address, Scheduled for, Slot (morning, afternoon, full day).
- Technician, Type (installation, repair, maintenance, quote visit).
- Status: to schedule, scheduled, in progress, done, postponed, cancelled.
- Estimated hours, Report, Invoiced.
The filters that do the work
The template arrives with its typed columns. Each filter below takes two clicks on the grid, and it remembers your setup between visits.
- Today: the day's jobs, mornings before afternoons.
- To schedule: the pile of unplaced work, the one that grows when nobody looks at it.
- By technician: each person's round, scheduled and in-progress jobs.
- To invoice: done but not yet invoiced. That's money sitting still, and a spreadsheet never shows it to you.
Why not a spreadsheet for this
- The office edits the schedule while the field reads it. In a spreadsheet, a filter applied by one person moves the file under everyone else's eyes, and a row gets overwritten at the worst possible moment.
- The technician's report lands in the wrong place. Typing on a phone, into a fifteen-column grid, ends up one row too low. A row you edit field by field can't shift.
- A postponement breaks the date. Type "postponed" into a date column and your "today" filter stops meaning anything. Here status and date are two separate fields.
Your calculations stay in Google Sheets. Hours per technician, utilisation, revenue by job type: the table feeds your sheet continuously.
FAQ
Can technicians enter data from a phone? They edit the fields on their own job from a mobile browser. Give them an editor role, and the by-technician filter so they aren't scrolling the whole schedule.
Does it replace a calendar? No. This template holds the register of jobs and their state; it doesn't handle reminders or invitations.
How do I handle a postponement? Set the status to Postponed and change the scheduled date. If you need the original date on record, add a second date field: the product doesn't keep the old value for you.
This template is one of the Rowbase templates. If you're still weighing whether to leave your sheet, read what happens when two people edit the same row instead.