Create a New Scheduled Event
Step-by-step instructions for creating scheduled events including setting time, duration, contacts, and team assignments.
Step-by-step instructions for creating scheduled events including setting time, duration, contacts, and team assignments.
This guide walks you through creating a new scheduled event in JobsiteOn. You will learn how to open the event creation form, fill in event details such as title, description, contact, and property, set the date and time range, assign a team member, choose an event type, and save the event. By the end, you will be able to schedule appointments confidently and know where each field goes.
/schedule from the main sidebar.There are two ways to start creating an event:
Click the New Event button in the schedule header. This is the primary creation path and is always accessible from any calendar view. It opens the event creation form at /schedule/new.
In day or week view, click directly on an empty time slot in the calendar grid. This opens the quick-create popover pre-filled with the date and time you clicked. You can fill in basic details and save directly, or expand to the full creation form for more options.
Tip: Clicking a time slot is the fastest way to create an event when you already know the exact day and time. The quick-create popover captures the essentials and lets you save in seconds.
Enter a descriptive title for the event. This title appears on the calendar event card, in notifications, and in any linked records. Good titles are brief but specific:
The title field is required. You cannot save an event without it.
Select an event type from the dropdown. The event type determines the color coding on the calendar and helps categorize your schedule. Available event types include:
Note: The event type you choose affects how the event card appears on the calendar. Each type has a distinct color so your team can scan the schedule and understand the nature of each event without opening it.
The event form separates date and time into four distinct fields for clarity and flexibility.
Click the Start Date field to open a calendar picker. Select the date the event begins. If the event spans multiple days or runs overnight, set the End Date to a different date. For same-day events, the end date matches the start date automatically.
Click the Start Time field to open a time dropdown. Select the time the event begins. Repeat for End Time. You can also type the time directly into the field if you already know the exact value.
Times snap to 15-minute increments in the dropdown. Manual typing allows any time value.
Tip: For overnight work, set the start time on today and the end time on the following day. The calendar renders the event across both days with a continuation block on the second day.
The calendar calculates duration from the gap between start and end times. There is no separate duration field. If you need a 2-hour appointment starting at 9:00 AM, set the start to 9:00 AM and the end to 11:00 AM.
The description field is optional but recommended. Use it to capture notes, special instructions, or context that the assigned team member needs before arriving. The description appears in the event detail sidebar when someone clicks the event card.
Good descriptions include:
The contact field lets you associate the event with an existing customer record. Start typing the contact name and select from the dropdown suggestions. Linking a contact means:
If the contact does not exist yet, you will need to create the contact record first under the Contacts section and then return to link it.
The address input searches existing properties first and falls back to address matches. This means if your customer has a saved property in JobsiteOn, it will appear as a suggestion. If not, you can type a new address manually.
Linking a property:
Tip: Address suggestions finalize on the first click, so the picker closes cleanly once you select a structured location. No double-clicking needed.
The assignee field lets you dispatch the event to a specific team member. Open the dropdown to see your active team members with their names, avatars, and email addresses.
Select a team member from the dropdown. The event immediately appears on that member's calendar column in day and week views.
If you do not select anyone, the event saves as Unassigned. Unassigned events still appear on the calendar and are visible in the dispatch board's unassigned panel. You can assign someone later.
If the person you need is not in the list, use the Add New Team Member shortcut at the bottom of the dropdown. This navigates to /team/new where you can add the member, then return to complete the event.
Before saving, review the summary card that appears on the creation form. It displays:
This lets you confirm everything at a glance before committing.
Click Save to create the event. After saving:
/schedule focused on the saved start date.Note: If you used the quick-create popover, clicking Save works the same way. The event is created and the calendar updates in place with a confirmation toast.
If the event is related to an existing job, you can link it from the event form. Linking connects the schedule event to the job record so your team can navigate between them.
Benefits of linking to a job:
If no job exists yet, you can create the event first and link it to a job later.
The Find a Time feature helps you locate available slots when scheduling around existing appointments. It uses the same address search behavior for the service-address field, so travel-time calculations use the same address source as the event itself.
Open Find a Time from the event creation form to:
Tip: Find a Time is most useful when your team has busy schedules and you want to avoid manual conflict checking. Let the system find the optimal slot for you.
JobsiteOn offers two creation paths that serve different needs:
Both paths create the same type of event. The quick-create popover is a shortcut to the full form -- you can always expand from the popover to the full form if you need more fields.
The contact dropdown searches existing records. If the person is a new customer, create the contact first under Contacts, then return to the event form.
Scroll down on the event form. On smaller screens, the Save button may be below the visible area. All required fields must be filled before Save becomes active.
Navigate to the date you saved the event on. If you were viewing a different date range, the event is there but not visible in the current view. Click Today or navigate to the event's start date. Also check that your team filter is not hiding the event.
The dropdown shows 15-minute intervals, but you can type any time directly into the field for more precision.
Open the event from the calendar by clicking its card, then select Edit Event to open the edit form. Change the assignee from the dropdown and save. The old assignee is removed and the new one receives a notification.
This guide covers the web application at /schedule/new. Mobile event creation follows the same fields and flow in the mobile interface.
Currently, each event is created individually. To create a similar event, open the original for reference and use New Event to create a fresh one with similar details.
Event creation notifies the assigned team member by email. Customer notifications depend on your workspace notification settings and whether the event is linked to a job with customer communication enabled.
Events are created one at a time through the form. For recurring work, use the recurring event feature covered in the Set Up Recurring Schedules guide.
Unsaved event data is lost. The event is not created until you explicitly click Save. If you accidentally close the form, reopen it and re-enter the details.
The event type field does not have a global default. Each new event starts with no type selected, and you choose the appropriate type per event.
You can either click a time slot in that member's column in Day view (which pre-fills the time and member) or use the New Event button and select the member from the assignee dropdown.
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