• 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.

  • Below the Assigned Services section, you can see the Unassigned job section.

    • Sorting services by priority allows you to see which job of each program is being assigned. This makes it simple to assign a technician to the same job at multiple properties for an entire day.

  • To schedule the services, simply click the checkbox next to all services you want 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.