The Job Bin collects open work that needs a date, a technician, or both. Search for the job, then use Needs date or Needs technician to focus the list. A dated job can stay here until its crew is assigned.

Click Set date to book the job. Choose its scheduled date, then select the technician or crew. You can also leave it unassigned and decide the crew later. For this example, assign a technician and click Save schedule.

Close the bin and check the calendar. The job now appears on the chosen date in its technician's color. Open that day to confirm the job, assigned technician, and generated visit before moving on.