Scheduler Guide
Client-side workflow reference for branch schedulers. Schedulers hold the scheduler role and are the bridge between the builder and Unlikely Professionals.
Your Role
- Submitter — enter new projects via the Intake wizard
- Scheduler — manage your branch’s inspection calendar
- Communicator — respond to RFIs and create RFIs when you need info from UP
- Monitor — track project status from submission through delivery
What You Do Not Do
- You do not draft certs or invoices (that is Jacob/Dustin)
- You do not see financial data (invoices, payment status)
- You do not manage other branches’ projects
Key Pages
| Page | Path | Purpose |
|---|---|---|
| Dashboard | /dashboard | Daily overview |
| ActionCenter | /inbox | Submit new projects |
| Calendar | /calendar | Inspection schedule |
| Schedule Changes | /schedule-changes | Reschedule, hold, add visits |
| Workbench | /projects | Your branch’s projects |
| HoldingPool | /holding-pool | On-hold projects |
| DeskReviewQueue | /desk-review | Projects awaiting desk review |
| RFIs | /rfis | Open RFIs |
| Escalations | /escalations | Raise issues |
Daily Routine
- Open Dashboard — check for new RFIs, schedule changes, overnight updates
- Process pending RFIs — these have a 3-business-day SLA
- Check Calendar — confirm today’s inspections are on track
- Submit any new projects via Intake wizard
- Review HoldingPool — projects approaching 30-day or 45-day thresholds
Submitting New Projects
The Intake wizard walks through:
- Address entry (auto-complete via Google Maps)
- Permit upload (parsed automatically for SOW data)
- Scope of work selection (products from 9 divisions)
- Preferred inspection date
- Notes and special instructions
After submission, the project enters the admin approval queue. Jacob reviews and approves.
Calendar & Scheduling
- View upcoming inspections for your branch
- Red dots indicate projects with unread messages or open RFIs
- Pipeline status stripes show where each project stands
- Request schedule changes via the Schedule Changes page
Schedule Changes
- Reschedule — move an inspection to a different date
- Hold — pause a project (goes to HoldingPool)
- Add Visit — request an additional site visit
The 45-Day Rule
When a project exceeds 45 days since its last inspection without certification delivery:
- It automatically transfers to the Triage team
- You lose portal access to the project
- The GOA retains visibility
- Invoices still route to the originating branch
30-day warning: The system auto-generates an RFI at 30 days requesting a status update.
RFIs & Escalations
- RFIs appear in your sidebar and on the RFI page
- 3-business-day SLA — respond promptly
- If unresolved, escalation chain triggers: scheduler → office manager → GM
- Create RFIs when you need information from UP
Correspondence
All conversations are project-linked. Open any project and scroll to the Correspondence section. See correspondence for full details.
Visual Workflow
The visual-workflow-scheduler page shows a simplified pipeline focused on scheduling operations: Submit → Calendar → Schedule Changes → Projects → RFIs → Escalations.