Work with the scheduling backlog
The Backlog panel holds visits that still need to be done but don't have a date and time yet. A visit lands in the backlog when it's created without a scheduled time, and it stays there until you place it on the calendar.
An unscheduled visit can already carry its visit type, estimated duration, technician count, contacts, reminders, inventory reservations, notes, scheduling instructions, and an optional due date. Each backlog card surfaces the customer, property, work, duration, and due date so you can decide what to schedule next.
The visit-type pills and job number share the bottom row of each job's backlog card, with the job number on the right. If there are more pills than fit, scroll the pills horizontally; the job number stays visible.
Use the backlog's filter and sort controls to find the work you want, then drag it onto a technician's calendar at the time you want. You can ask Essential what's waiting in the backlog.
To remove a scheduled time without deleting the visit, drag the visit from the calendar or map back to the Backlog. If that visit covers a recurring service marked Awaiting Service Completion, Essential first asks whether its automation should remain paused, start again, or resume using a future date.
Select Backlog at the top of the Scheduling page to show or hide the panel. Essential remembers that choice on this browser, so the panel stays shown or hidden when you return to the page.
Where to find it: Scheduling page, the Backlog panel (heading reads Backlog)
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