> For the complete documentation index, see [llms.txt](https://help.getswimtech.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getswimtech.com/documentation/using-swimtech/schedule-workorder.md).

# Schedule WorkOrder

Schedule a Work Order from the Work Order READ screen and define when the work will be performed.

The **Schedule WorkOrder** screen is used to place a Work Order on the schedule after the work has been created and reviewed.

From the **Work Order READ** screen, select **Schedule Work** to open the scheduling process.

> **Before scheduling:** Review the Work Order and make sure the customer, service location, Water Body, Services, Products, assigned personnel, and other work requirements are correct.

## 1. Open Schedule WorkOrder

Select **Schedule Work** from the Work Order READ screen. SwimTech opens the Schedule WorkOrder screen for the selected Work Order.

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FPsha9fZBhvNPQlAdnLc1%2FIMG_1950.jpeg?alt=media&#x26;token=c0c8f5cb-d0ea-47dd-94a9-17f552d80ff4" alt="Schedule WorkOrder screen" width="188"><figcaption><p>Schedule WorkOrder</p></figcaption></figure>

The scheduling screen uses information already stored with the Work Order so you do not have to recreate the customer or work details when placing the work on the schedule.

## 2. Review the Scheduling Information

Review the scheduling information displayed for the Work Order before selecting the date and time for the work.

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FZ15RXq37Synmc9G7v0mL%2FIMG_1951.jpeg?alt=media&#x26;token=2c7a2f47-f3e3-4bf8-aafe-a99d6710e9e8" alt="Schedule WorkOrder scheduling information" width="188"><figcaption><p>Review the scheduling information</p></figcaption></figure>

Confirm that the information corresponds to the Work Order you intend to schedule. If the underlying Work Order information is incorrect, return to the Work Order and make the necessary changes before completing the schedule.

## 3. Select When the Work Will Be Performed

Use the scheduling controls to specify when the work should be performed.

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FWl8hkPDYqCLtjnsF2Yxr%2FIMG_1952.jpeg?alt=media&#x26;token=225ffc73-382d-41c5-96b3-42905610c1c7" alt="Schedule WorkOrder date and scheduling controls" width="188"><figcaption><p>Select when the work will be performed</p></figcaption></figure>

Choose the appropriate scheduling options for the service being performed. The schedule determines when the Work Order appears as scheduled work for your team.

> **Tip:** Before saving, verify the scheduled date and other scheduling selections. Correct scheduling helps technicians see the right work at the right time.

## 4. Complete the Schedule

Review the final scheduling information and complete the Schedule WorkOrder process.

<figure><img src="https://2876623981-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsEmQhOZ30nnre1qUePdz%2Fuploads%2FSXmICFfigX3jjKKNahz8%2FIMG_1953.jpeg?alt=media&#x26;token=ab1ce00e-9024-4a04-8ec7-3f1c8d6640a7" alt="Complete Schedule WorkOrder" width="188"><figcaption><p>Review and complete the schedule</p></figcaption></figure>

After the Work Order is scheduled, it becomes part of the scheduled service workflow and can be reviewed through the appropriate SwimTech scheduling and Calendar views.

## What Happens Next?

Scheduling connects the Work Order—the definition of the work that needs to be performed—with the actual service visit.

**Work Order → Schedule Work → Calendar/Scheduled Service → Activity Report → Invoice**

When the technician performs the scheduled work, the resulting **Activity Report** records what occurred during the service visit. That completed service information then becomes part of the downstream billing workflow.

> **Remember:** The Work Order defines the planned work. Scheduling determines **when** that work will be performed. The Activity Report documents **what was actually performed** during the visit.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.getswimtech.com/documentation/using-swimtech/schedule-workorder.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
