Managing Unallocated Jobs
Unallocated jobs are scheduled work items that have not yet been assigned to workers. Pipeline makes it easy to identify and allocate these jobs.Finding Unallocated Jobs
Screenshot: The Schedule toolbar showing the Allocate button with a blue badge displaying the count of unallocated items.The Schedule button in the toolbar shows a badge with the count of unallocated items. Click it to open the unallocated jobs panel. Each unallocated item shows:
- Job Reference - The unique job identifier
- Customer Name - Who the work is for
- Service Address - Where the work needs to happen
- Duration - How long the job is estimated to take
- Status - Current scheduling status
Allocating from the List
You can allocate unallocated jobs in several ways: Drag to Schedule Drag an unallocated item from the list directly onto the schedule calendar. Drop it on the desired date, time, and resource to assign it. Allocation Mode Select an allocation mode before dragging:- Sequence - Fills consecutive days with work
- Date Only - Assigns to a single day
- Single Span - Spreads the total duration across a period
Bulk Operations
Select multiple unallocated items to allocate them as a batch. This is useful when scheduling a group of related jobs for the same crew or timeframe.Tips
- Regularly check the unallocated count badge to ensure no jobs are missed
- Use the Timeline view for efficient allocation when planning weeks ahead
- Consider travel time between locations when scheduling consecutive jobs