Schedule
Scheduling
Plan crew days on the calendar or by route, and manage visits.
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How to Complete, Revert, and Bulk-Update Visits (Visit Actions)
Beyond placing visits on the calendar, day-to-day dispatch is mostly about changing their status: marking work complete (or un-completing it), seeing…
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How to Manage Daily Routes (Route Management)
The Route Management page is the planner for route-style (non-time-based) crews. Load a crew's day and you get the stop list in order — reorder it by hand…
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How to Schedule Appointments on the Calendar (Daily Dispatch)
The Daily Dispatch page (Scheduler menu) is where you place work on the calendar, move it around, and mark it done. This article covers creating…
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How to Use Schedule History
Schedule History is the audit log of every change made to the schedule: what changed, when, who did it, and from where. It is the answer to "that visit was…
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How to Use the Appointments List
The Appointments list is every visit across every crew and every date in one grid. The calendar is for placing work; this is for finding it, fixing it in…
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How to Use the Weather Page
The Weather page puts the forecast your dispatch decisions depend on inside the product, so you are not deciding tomorrow's routes from a phone app in…
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How to Use Today (the Crew Day View)
Today is one crew's day, as a list of stops in order. It is the screen a crew lead works from, and the screen the office opens to answer "where are they up…
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How to Use Visit Schedule Templates
A visit schedule template is a saved recurrence pattern with a default duration. Instead of rebuilding "every two weeks, two hours" by hand on every…
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Scheduling Overview: Two Ways to Schedule Work
The product supports two different styles of scheduling, and which one you use for a given crew is decided by a single setting on the crew itself…
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