Scheduling & Routes

Manage appointments, schedules, dispatch views, and route optimization.

• Using the Schedule and Dispatch Board
• Set Up and Edit Recurring Appointments
• Read the Schedule: Colors, Icons, and Statuses Explained
• The Appointment List Page
• Create and Schedule Appointments
• Projects: Setup and Configuration
• Customizing the Unassigned Appointment Queue with Tabs
• Optimize Routes
• Sending Appointment Notifications
• Scheduler Grid: Features and Navigation
• Pool Technicians: Route Prep Features
• Use the Unassigned queue for jobs that aren't scheduled yet
• Build the week: recurring visits plus the gaps
• Schedule openings and closings
• Change a recurring appointment for the rest of the season
• Optimize a route
• Day-of changes: reassign stops or move jobs to another day
• Track return visits and reschedule them
• Move a whole day of jobs (rainouts and absences)
• Add notes to customer emails and texts
• Schedule Page
• Appointments Page