Schedule a job from the file view vs the scheduler
From the file screen select the appropriate file you intend to schedule
Select Schedule from the bottom left of the file menu
Select the date that you would like to schedule and it will bring up a scheduling window. At this stage, you can rename if appropriate and select More Detail for additional customizations.
When selecting more detail you can customize the type of visit, assign employees, and adjust dates and frequency. You can also add additional descriptions of the visit or special instructions. Click save
Once saved this will be visible within the file as well as on the main scheduling page
