Goal |
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Synchroteam’s new ScheduleAssist feature will suggest an optimal job time slot by taking into consideration : It will also take into account your Scheduling preferences: |
ConfigurationBoundariesIn the general configuration of your account you can apply limits to the Schedule Assist settings: Enter a numerical value and select the unit :
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Skills
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Job TypeYou can also defined the default skilled trades required for each job type within Synchroteam. For more details please refer to the article "Job Types". |
Under "Settings" > "My Account", You can define your technicians' regular service hours :
Scheduling Preferences |
You can set scheduling preferences when you create a job or when you edit it. |
Starting Scheduling Assistance (ScheduleAssist) |
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From the Schedule "Day" page, you can click on the wizard button next to a job to start the ScheduleAssist. |
When you create a new job, by clicking on the "Save and Schedule" button