Landscapt (CRM)

The Waiting List

Jobs with a date range instead of a date, held for opportunistic scheduling — and how to actually get them dispatched.

What the Waiting List is

Landscapt → Scheduling → Waiting List holds jobs that don't have a firm date yet — only a date range, like "From May 1" or "May 1 – May 15." Two job types end up here: jobs created with type Waiting List, and Package jobs whose next visit hasn't been given a real date yet (more on that below).

It exists for the case where you know a client needs service sometime in a window, but don't want to commit a crew to a specific day until you have a reason to — usually because a crew has an opening nearby and it makes sense to fill it opportunistically rather than run an extra trip later.

How a job lands here

A job qualifies for the Waiting List page if its job_type is waiting_list or package, it isn't soft-deleted, and its date window overlaps whatever range you've got selected (jobs with no date set at all are always included, on either type). Two things keep the list honest as jobs move through dispatch:

  • A Waiting List-type job drops off the page the moment it has an active (non-deleted) visit — once it's dispatched, it's not waiting anymore, so it won't double up between here and the Dispatch Board.
  • A Package job's services are often bulk-generated for the whole season up front — one placeholder visit per service, sitting in a plain scheduled status, sometimes with a crew already pre-assigned. That placeholder state doesn't count as "handled" — only a visit that has moved past it (actually dispatched, worked, or resolved) gets filtered out. So a package can keep resurfacing on this page, one service at a time, all season.

Filtering and columns

The Date Window bar at the top (defaults to today through 30 days out) is the primary filter — it's a server-side query, not a client-side narrow, so it also controls which jobs get fetched in the first place. Below that, Select a Filter lets you narrow the fetched set by one field at a time: Client, Service, City, Zip, or Crew. A separate free-text Search box matches client name or service name independent of that filter.

ColumnShows
ClientClient name (linked to the client record) and service address, if set.
ServiceService name(s) on the job, or the individual service for a package visit row.
Date RangeThe job's (or, for a package, that visit's) window — "From X," "X – Y," or "Any time" if unset.
City / ZipService address city and zip — also the two fields usable for location filtering.
CrewPre-assigned crew, if any, or "Unassigned."
RateThe job's flat rate, or the service's own rate for a package visit row.

A package job with more than one active service — or any waiting-list job carrying more than one service — is expanded into one row per service rather than one row for the whole job. That's what lets you dispatch "Mulch" to one crew this week and hold "Spring Clean-up" for another opening, instead of both going out together on whatever date you pick.

Dispatching

Every row has its own Schedule button, and the dark actions bar has an Actions → Dispatch Selected… option for whatever you've checked. Both open the same dialog — pick a Date and, optionally, a Crew, then confirm. Dispatching:

  • Creates a real visit for the job (or, for a package row, for that specific service).
  • Assigns the crew you picked, or leaves it unassigned if you skip that field — either way the job now has a firm date and behaves like any other scheduled visit on the Dispatch Board.
  • Removes it from this page on the next refresh — a waiting-list job because it now has an active visit, a package service because its visit has moved past the placeholder state.
Dispatching multiple selected rows at once applies the same date and crew to all of them — it's meant for a batch of jobs you're sending out together, not for picking different dates per job in one action. Use the per-row Schedule button when jobs need different treatment.

A day in the life

A crew wraps up a job in the 44057 zip code an hour ahead of schedule. Rather than send them back to the shop, the dispatcher opens the Waiting List:

  1. Clicks the Zip filter under "Select a Filter" and types 44057. Three jobs come back — a one-time mulch job, a waiting-list mowing job, and one service off a fertilizer package.
  2. Checks each row's Date Range and Rate columns. The mulch job's window doesn't open until next week — too early. The package service and the mowing job are both eligible today; the mowing job pays more for less time on site.
  3. Clicks Schedule on the mowing job's row, sets the date to today, assigns the crew that's already in the area, and confirms.
  4. The job now has a real visit and shows up on today's Dispatch Board like any other stop — the crew heads there next instead of driving back empty.

Location matching, and its limits

On this page, "find something nearby" means filtering by City or Zip — there's no map or live proximity check built into the list itself, just text matching against those two fields. It's fast and it works, but only as well as the address data behind it.

Practical tip. Filtering only works if a job's service address — City and Zip specifically — is filled in and accurate. A client record with a blank or stale service address won't surface when a dispatcher filters by zip, even if it's genuinely around the corner from today's route. Keep property addresses complete when a job is created rather than relying on the client's billing address as a stand-in.

The Dispatch Board has a separate, more literal proximity tool — a Nearby Waiting List button that geocodes today's scheduled visits and every waiting-list job, then returns matches within a set radius (3 miles by default) using actual distance, not just matching text fields. It's a different feature living on a different page — see the Dispatch Board guide below — but it's the closer equivalent to true geofencing if City/Zip filtering here isn't narrowing things down enough.

See also

  • Estimating guide — converting an estimate to a job can set its Job Type to Waiting List directly, skipping a separate step to move it here.
  • Dispatch Board guide — once a waiting-list job or package visit is dispatched from this page, it behaves like any other scheduled visit there, including the radius-based Nearby Waiting List lookup described above.

More in Landscapt (CRM)

Clients, Properties & Leads
Client accounts, commercial hierarchies, service properties, and the activity timeline that ties it all together.
Estimates & the Budget Engine
How an estimate is built, how its numbers are actually calculated, and how it becomes a job.
Jobs & Packages
The six job types, how a job's status differs from a visit's status, and how a Package template turns into a billed job.
Services & Pricing
The service catalog, bulk catalog price changes, and Price Adjustment runs — which prices seed new work and which ones actually bill.
The Dispatch Board
The daily scheduling screen crews and dispatchers live in — visits, crews, status, and how actual hours get calculated.
The Crew App
What a crew sees on their phone — the day's stops, clocking on and off, breaks, photos, and sending work back to the office.
Sales Meetings
Booking appointments per sales rep, the double-booking warning, and the split between a rep's direct reminder and the client-facing automation trigger.
Snow Jobs & Storm Dispatch
Storm events, priority dispatch, and the invoicing flow built specifically for snow.
Invoicing & Payments
How an invoice is born, how its status moves, and where the client's own PO number actually goes.
Contracts
Ongoing billing agreements — monthly amounts, seasonal overrides, sub-properties, and how signing and invoicing actually work.
Communication Automations
How sequences, triggers, and events work — and how Automations differ from Sales Campaigns.
Forms & Lead Capture
Building, publishing, and sharing public forms — and what happens to a submission once it lands.
Tickets
Support and service tickets — where they come from, how they're worked, and how they connect to the rest of a client's record.
Damage Cases
Tracking property damage and warranty claims tied to a job — what a case captures, how cost rolls up, and a real current limitation in how it connects to a client record.
Job Photos
Field photo documentation, annotation, and before/after comparisons — attached to a job site, not a person.
Online Payments & Stripe
How a client actually pays an invoice online, how Stripe Connect keeps every org's money in their own account, and how the platform takes zero cut.
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