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Scheduling: Work Orders and the Calendar: FAQ

Find answers to common questions about creating work orders, scheduling crews, managing recurring jobs, and using the calendar in Duranta.

Where do I find Scheduling?

Open Scheduling from the sidebar.

Scheduling includes three tabs:

  • Work orders — all jobs, past and future

  • Routes — crew schedules shown as a board or map

  • Calendar — month, week, and day calendar views


What is a work order?

A work order represents one visit to one property.

It includes information such as:

  • Client and property

  • Date and time

  • Job duration

  • Status

  • Services

  • Assigned crew

  • Crew members and equipment

  • Materials

  • Notes and images


What information does a work order include?

Each work order has an automatically assigned work order number.

You can also use an optional prefix, such as WO, and edit the number if needed.

A work order can include:

  • Client and property

  • Date and start time

  • Duration

  • Status

  • Services

  • Crew

  • Members and equipment

  • Materials

  • Notes and images


How do I create a work order?

You can create a work order from the Work orders tab.

You can also create one directly from the calendar by selecting an empty time slot.


How do I set the job duration?

Enter a number and choose a unit:

  • Minutes

  • Hours

  • Days

  • Weeks

  • Months

Durations can include decimals for most units, but not for minutes.

For example, you can enter 1.5 hours.


Which time zone does Scheduling use?

Scheduling uses your company's time zone.

Duranta shows the current time zone in the Scheduling header:

All scheduling times are shown in {city} time.

You can change it in Account Settings.


What do the work order statuses mean?

Status

Meaning

Unscheduled

The work order does not have a date yet

Scheduled

The work order has been scheduled

Upcoming

A future visit in a recurring series

In progress

Work is currently being performed

Completed

Work is finished

Canceled

The visit has been canceled

Skipped

This visit was intentionally skipped while the recurring series continues


How do I change a work order status?

Open the work order's … menu and choose a new status.

You can also change the status of multiple work orders at once from the Work orders list.


How do I make a work order recurring?

Turn on Make recurring, then choose a frequency.

Frequency

Repeats

Daily

Every day

Weekly

Every week

Biweekly

Every 2 weeks

Monthly

Every month

Yearly

Every year

Custom

A pattern you define

Calendar

Only on specific dates you choose


How can I check that my recurring schedule is correct?

Duranta displays a summary of the recurrence pattern before you save it.

For example:

Work orders are scheduled every 2 weeks, starting 14 April.

Review the summary to make sure the schedule matches what you intended.


Can I set an end date for a recurring work order?

Yes.

Turn on End date and choose when the series should stop.

The summary then shows:

The schedule ends on {date}.


How do Custom recurring schedules work?

Choose Custom and configure Repeat every with:

  • An interval

  • Days, weeks, or months

For weekly schedules, you can also choose On these days.

For example, you can create one recurring work order that repeats every week on:

  • Monday

  • Wednesday

  • Friday


What if my work does not follow a regular schedule?

Choose Calendar.

Use Add date to select each individual service date.

Your selected dates appear under Selected dates, and Duranta shows the total number selected.

At least one date is required.


What happens if I schedule a monthly job for the 31st?

If a month does not have that date, Duranta schedules the visit for the last day of the month.

For example, a recurring job scheduled for the 31st will run on the last day of February.


What status do future recurring visits have?

The first work order uses the status you selected.

Future work orders in the recurring series are created as Upcoming.


What is the difference between Skip and Cancel?

Skip passes over one visit but keeps it on the route marked Skipped.

This lets the crew see that the visit was intentionally skipped.

Cancel cancels the visit and removes it from the route.


How do I stop a recurring series?

Use End series.

You can choose whether to:

  • Keep the current visit scheduled

  • Skip the current visit

Future visits are no longer created, while past work orders remain unchanged.


What happens if I delete a work order?

Deleting a work order also removes it from its route.

Deletion cannot be undone.

If you delete multiple work orders, Duranta tells you how many are currently assigned to routes before you confirm.


What happens when I reschedule a work order?

Duranta tells you what will happen before you confirm the new date.

For example:

{crew} has a route on {date} — the job will join it.

or:

No route on {date} — the job moves to Unassigned.

For recurring work, Duranta can also warn you if another visit already exists on the selected date.


Can I update several work orders at once?

Yes.

Select multiple rows in Work orders to perform bulk actions such as:

  • Assign — pick a crew for all of them. If any job's crew has no route that day, a route is created automatically; the toast tells you how many. If you have no crews saved yet you'll see "No saved crews yet".
    ​

  • Change status — set the same status across the selection. If any of them are on routes you're warned first: "Cancelling removes {count} work orders from their routes. Continue?" (and the same for skipping).
    ​

  • Convert to invoice — choose Merge into one invoice per client ("Services and notes from each client are merged; billing goes to that client's saved billing address") or Create separate invoices ("One invoice per work order"). Either way you get draft invoices, with a View invoices link.
    ​

  • Delete — permanent: "This will delete {count} work orders. This action cannot be undone." If any are on routes, the confirmation names how many will be removed from them.


What is the difference between Skip and Cancel?

Skip passes over one visit and leaves it on the route marked as Skipped.

Cancel calls off the visit and removes it from the route.


Does deleting a work order remove it from its route?

Yes. Deleting a work order removes it from its route and cannot be undone.

Duranta shows a warning before deleting.


Can I invoice work that is not completed?

Yes, but Duranta asks you to confirm first.

This helps prevent billing unfinished work by mistake.


What happens to future visits if I end a series?

Future visits are no longer created.

Past visits are not affected. You can choose whether to skip the current visit or keep it scheduled.


Why did a route appear that I did not create?

Assigning a crew to a job on a day when that crew has no route creates a route automatically.


Can I create a work order from the calendar?

Yes. Click an empty time slot in the calendar and choose Create work order at {time}.


Can I add blocked time from the calendar?

Yes. Click an empty time slot and choose Add block.

Blocked time must be added to a crew’s route, not to Unassigned.

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