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Scheduling & Dispatch
Fill your calendar without double-booking and send the right tech on the shortest route, every day.
13 articles
- 1Schedule Dashboard Overview: Your Whole Team's Calendar in One PlaceSee every job and estimate by month, day or team member, spot gaps and overbooked crews at a glance, put the day on a map and carry your schedule on your phone.5 min read · 7 screenshots
- 2How to Schedule Jobs and Estimates: Book, Move and Reschedule From Your CalendarBook work into an open time while the customer is still on the phone, schedule jobs you have already sold, and move visits in seconds with your team and customer kept in the loop.4 min read · 7 screenshots
- 3Quick Schedule: Book a Job or Estimate in SecondsBook a job or estimate from one small card on your Schedule while the customer is still on the phone, and see who is free and how far they would drive before you pick a time.4 min read · 6 screenshots
- 4Events: Put Meetings, Training and Time Off on the ScheduleKeep meetings, training days and time off on the same calendar as your jobs, so nobody gets double-booked and your team always knows where they need to be.4 min read · 6 screenshots
- 5Employee Schedules and Time Off: Know Who Can Work Before You BookKeep each employee's working hours and time off in one place so you only book people who are available. Vacations block scheduling, your team requests time off from their own login, and the Time Off report shows who is out and when.4 min read · 9 screenshots
- 6Timesheets: Track Every Hour Your Team Works and Approve It in MinutesRecord your team's hours as they work, with one-tap clock in and job and travel time logged from the visit statuses they already use. Review the week, approve it for payroll, and see the real labor cost on every job.6 min read · 13 screenshots
- 7Add or Reassign an Employee After a Job Is ScheduledSwap the crew on a booked job in seconds, from the schedule or from the job itself, and tell the new person and the customer in the same click.2 min read · 3 screenshots
- 8Dispatch From the Map: See Where Your Team Is and What Still Needs BookingSee every job, who is doing it and all your unscheduled work on one map, so you can group nearby work, cut driving time and make changes straight from the pin.3 min read · 5 screenshots
- 9Assign Unscheduled Work to the Nearest TechSpot unscheduled work next to where your team is already working, give it to the closest tech and book it in a few clicks, so your team drives less and fits more jobs into each day.3 min read · 6 screenshots
- 10Move a Job to a Closer TechSwap in the tech who is closest and move the job to a better time right from the map, so you can re-dispatch on the fly and keep every tech's day tight.2 min read · 4 screenshots
- 11Route Optimization: Give Every Crew the Shortest Day on the RoadCut drive time and fuel: give every crew its own optimized route, see the drive between each stop, and catch bookings a crew cannot reach in time before the customer does.4 min read · 4 screenshots
- 12Calendar Sync: See Your Servgrow Jobs in Google or Apple CalendarSubscribe your own calendar to a private link and every Servgrow job turns up beside the rest of your life, updating itself as the schedule changes.3 min read · 2 screenshots
- 13Staff and SchedulingServgrow generates visibility around your team's workload while also making staffing changes simple and easy.1 min read · 4 screenshots
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