Scheduling

Create visits, schedule or reschedule work, manage the backlog, send reminders, and track technicians from the office.

Common tasks

• See and manage your schedule
• Switch how the schedule is shown
• Create a new visit
• Work with the scheduling backlog
• Schedule, reschedule, or reassign a visit
• Drag and drop to schedule, move, reassign, and handle conflicts
• Send a visit reminder to a customer
• Draft visits and releasing them to the team
• Deleting a scheduled visit is permanent
• Scheduling overview
• Schedule multi-technician visits
• Resolve scheduling conflicts
• Use the scheduling map and technician status
• Customer notifications for scheduled visits
• Schedule technician time off
• Scheduling rules for past and active visits

All guides

• See and manage your schedule
• Switch how the schedule is shown
• Create a new visit
• Work with the scheduling backlog
• Schedule, reschedule, or reassign a visit
• Drag and drop to schedule, move, reassign, and handle conflicts
• Send a visit reminder to a customer
• Draft visits and releasing them to the team
• Deleting a scheduled visit is permanent
• Add work orders (visit types) and contacts with reminders to a visit
• Exact time vs. estimated, duration, technician count, and due date
• Filter and sort the backlog
• Reserve inventory, flag expected asset group inspections, and two kinds of notes
• See technician status from the office: clocked in, en route, and ETA
• See technicians on the map with live GPS
• Set a visit's arrival window
• Scheduling overview
• Schedule multi-technician visits
• Resolve scheduling conflicts
• Use the scheduling map and technician status
• Customer notifications for scheduled visits
• Schedule technician time off
• Scheduling rules for past and active visits

When Visit checks is active, review missing work before saving or submitting. See Review visit checks.