Due date and scheduled date are different
A work order carries two dates, and they answer two different questions.
Field | What it means | Who sets it |
Due date | The day the work has to be finished by. Comes from the service program, the defect, or whoever raised the job. | Set when the work order is created |
Scheduled date | The day you actually plan to do it. A planning decision, made when you know what the week looks like. | On work order creation or Set by you, on the Calendar or Scheduler |
A truck can be due for service by the end of the month and scheduled for Tuesday, because Tuesday is when a bay is free. Rescheduling it to Thursday does not push the due date to Thursday. The due date only changes if you edit the work order itself.
A work order with no scheduled date is not lost. It sits in the backlog panel until you give it a day.
Schedule by dragging
This is the fastest route and the one most people use for the weekly plan.
Go to Work orders and switch to Calendar or Scheduler.
Open the backlog panel from the toolbar. It holds everything that still needs a day.
Drag a card out of the panel and drop it on a day.
Drag straight from the backlog onto the day you want. The panel count drops as you work through the pile.
In Scheduler the same drag does two jobs at once. Dropping a card on a person's row on a given day schedules it and assigns it in one move, so you do not need to open the work order to say who is doing it.
To move a job already on the calendar, drag its card to a different day. Dragging vertically in Scheduler, between rows, reassigns it without changing the day.
Schedule from work order details
If you would rather confirm the detail before committing, click any card to open the work order details.
The details pageshows the status, the due date and the line items, so you can see what you are scheduling before you save.
From here you can set the scheduled day, change the assignee, and read the line items. The due date is shown for reference and is not editable in this dialog. Save and the card moves to its new day.
Why a scheduled job can still show as overdue
Overdue is measured against the due date, never the scheduled date. A work order due last Friday that you have scheduled for next Tuesday is still overdue, and the card still carries the red chip. That is deliberate. Scheduling a late job does not make it on time, and hiding the chip would let genuinely late work disappear from view.
If a job shows as overdue and you believe it is not, check the due date on the work order rather than the day it sits on. The two are edited in different places.
The Overdue tab in the backlog uses the same rule, so anything late and unscheduled surfaces there first.