When a property requires immediate attention or must be serviced first, you can combine Property Alerts and Custom Tags to ensure these accounts stand out on your schedule.


This workflow creates an unmissable visual cue, reminding your team to manually move the job to the top of the route list as soon as it is scheduled.


The Workflow Setup

To make this system work, you will use two features in tandem: Tags (for filtering and reporting) and Property Alerts (for a hard-to-miss visual pop-up).


Step1 : mark Unassigned Service as “ASAP”.

  1. Navigate to the customer screen (from All Customers List)
  2. Click on the "Services" tab for that customer
  3. Find the service you want to mark ASAP in the table and then click the "Mark as ASAP" icon in the far right-hand column under the "Active" status indicator as shown below.
  4. The system will prompt you to enter a reason for marketing this service as ASAP (optional). This reason will display on the Unassigned Services screen when scheduling.


Step 2: Create an "ASAP" Property Tag (Optional)

First, ensure you have a global tag created specifically for this purpose.

  1. Navigate to your global Settings and find the Tags section.
  2. Create a new tag named something highly visible, such as ASAP-First Stop or Priority-Top of List.


Step 3: Set the Alert and Tag on the Property Profile

When a customer requests priority scheduling, add the flags directly to their property profile:

  1. Open the customer account and navigate to the Properties tab.
  2. Click the Property Name to edit it.
  3. Add the Tag: In the Assign Tag field, select your ASAP-First Stop tag.
  4. Add the Internal Alert: Click the Add Alert button at the top of the page.
  5. Type a clear, bold instruction. For example: CRITICAL: This property must be manually moved to the #1 spot on the route when scheduled!
  6. Click Save at the bottom of the page.


How It Works During Scheduling

Once configured, this setup prevents priority accounts from getting lost in standard optimizations or buried at the bottom of a route.


1. The Scheduling Alert Trigger

Whenever an office user or scheduler attempts to add a service to this property or assign it to a daily route, the internal alert will pop up on the screen. This forces the scheduler to pause and read the instructions before proceeding.


After assigning the job to the day's route:

  1. Head to your daily Routing/Scheduling map or list view.
  2. Look for the property with the ASAP-First Stop tag or locate the account triggered by the alert.
  3. Drag and Drop: Manually drag the job to the #1 spot at the very top of that crew's list for the day.
  4. Re-sequence the remaining stops if necessary, ensuring the priority job remains locked in the first position.


Bonus Tip: If you check the box for "Include in technician view" on the property alert, your technician will also see a warning on their mobile app, giving you a double layer of protection to ensure the job is handled first.