Schedule jobs the way you actually run the day

What's inside

• Drag-and-drop day grid

  See every crew as a column and the day as rows. Move a job from one tech to another in two seconds. Handle reschedules without rebuilding the calendar from scratch.

  Benefit:Cut scheduling time from 90 minutes to 15 per day

• Skill-matched assignment

  Tag techs with their certifications and specialties (heat pump, gas, electrical, etc.) and tag jobs with what they need. The system warns you when a job is assigned to a tech without the matching skill — soft warning, override anytime.

  Benefit:Reduce second-trip rate by 15–25%

• Recurring service generator

  Define a customer's recurring schedule (weekly, biweekly, monthly, quarterly) once. The system auto-creates work orders on the right days for the next 12 months. Holiday skips, weather makeups, customer cancellations all handled.

  Benefit:Capture 90%+ of recurring revenue without manual follow-up

• Customer time-window booking

  Customers see open windows when they request service via web form or phone. Booked windows auto-block, no double-booking risk. Send confirmation SMS the moment the slot is held.

  Benefit:Eliminate 'what time will you be here?' callbacks

• On-the-way SMS automation

  When a tech marks a job 'en route,' the customer gets an automatic 'on the way, ETA 15 minutes' text with a live link. Cuts no-shows and reduces inbound 'where are you?' calls dramatically.

  Benefit:Reduce no-show rate by 30–50%

• Recurring + one-off blend

  Most operators have a mix of recurring contracts and one-off service calls. The dispatch board shows both on the same calendar with clear visual distinction so neither gets lost.

  Benefit:Run recurring + emergency work from one calendar

Scheduling questions