• Typically users view unassigned Services either at the beginning of each day or week and assign Services to technicians.

  • We recommend using the “Service Area” field to schedule technicians for customers who live close to each other to improve efficiency.

  • You can view assigned Services in the calendar view or table view by using the toggle at the top right.

  • Sorting Services by priority allows you to see which Service of each Program is being assigned. This makes it simple to assign a technician to the same Service at multiple Properties for an entire day.

  • To schedule the Services, simply click the checkbox next to all Services you want to be assigned to a single technician, and click “Assign Technician” 

    • Here you can assign these Services to a technician and assign a date for the route. You can also leave any notes you feel necessary for the technician’s day.