Who can do this?
- The Office Admin · Office Admins
- The Boss · Business Owners
- One-Person Show · Sole Traders
- The Foreman · Supervisors
Overview
Putting work into the schedule is optional for a Sole Trader. You can do it for your own visibility — to see today/this week/this month on the schedule board — even though there is no one else to dispatch to. A schedule also gives you a shift card to clock into and out of and to attach Shift To-Do’s, notes, and photos.
Who This Workflow Is For
The Sole Trader role.
Before You Start
The job needs to exist. Have the date, start/end times, and any visit-specific to-dos ready.
Step-by-Step Process
- Open the Schedule page from the sidebar, or open the job’s Schedule card from the Jobs page.
- Select New Shift (or Add).
- Enter the date, start time, and end time.
- Select the shift type (Ad Hoc, Inspection, Reschedule).
- Open Assign Workers and select yourself.
- (Optional) Add Shift To-Do’s — visit-specific tasks.
- Select Confirm Shift. The shift appears on the Schedule board linked to the job.
Multi-day or recurring shifts
To book work across several days or set up a recurring booking, use the multi-day option on the shift form (start date, end date, daily times) or the recurrence option (cadence and recurrence end date). MyApprentice creates a shift for each day in the range.
Schedule board views
Open Schedule in the sidebar. Switch between Day, Week, Month, Team (less useful for a Sole Trader), and All views.
What Happens Next
The shift is on your schedule. On the day, Do the work and record it — open the shift card, clock in, work through Shift To-Do’s, upload photos, leave notes, clock out.
You can edit, reassign (less relevant for a Sole Trader), or delete a shift from the shift detail panel.
Common Issues
- Cannot find Add Shift. Open the Schedule page or the job’s Schedule card.
- Shift overlap. Use the All or Day view to spot overlaps before booking.
- Want to skip a day in a multi-day block. Open that day’s shift and delete it.
- Need to restore a deleted shift. Restore from Document History → Deleted Items.
Related Guides
Related in Scheduling
Schedule a Shift
Book work into the calendar — date, start and end times, shift type, and the team member(s) assigned to deliver it.
Assign Workers to a Shift
Allocate one or more team members to an existing shift, or change who is assigned. Multiple workers can be assigned to the same shift.
Create an Unassigned Shift
How to book a shift on the schedule without yet assigning a worker — useful when team availability is still being confirmed.
Schedule a Follow-Up Visit
How to schedule a return visit on an existing job, or create a standalone follow-up shift from the schedule board.