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Smart Scheduling

How to schedule your field team smarter with Smart Scheduling

Written by Joel Caws

Smart Scheduling is an innovative feature within Jobable that analyses the schedule and then presents you with suggestions on which of your field team could attend based on preselected criteria.

To use Smart Scheduling, you must configure this in your settings. There are two steps to do this:-

Step 1

  1. Login to Jobable using an account with Administrator privileges (You must have Administrator privileges to make the required changes below).

  2. Click on your name at top right to open the drop down menu

  3. Select 'Settings'

  4. Click on 'System Configuration'

  5. Click on 'Smart Scheduling'

  6. Set 'Use Smart Scheduling' to 'Yes'

The other settings on this page will have defaults set but we recommend you set these to what works best for your organisation. We will run through the options below:-

Default Appointment Hours
Default: 1 Hour
Select the length of a usual field team appointment. This is important as it will impact whether smart scheduling will suggest a day depending on how full the schedule already is. e.g. if you working hours are set to 8 and you were to set this to 2 hours, smart scheduling will skip to the next day if work in that day already totals more than 6 hours.

Max number of days ahead to suggest

Default: 9 days
This is how far ahead in the schedule smart scheduling will look for the closest available field team.
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​Min number of days ahead to suggest
Default: Zero (today)
This is the starting day for smart scheduling to suggest available field team. e.g. If you do not wish Smart Scheduling to suggest team for today, but you do for tomorrow then set this to 1 day.
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​Suggest only engineers with equipment competency
Default: No
If all your field team/engineers can look at all equipment then leave this set to No. If you have engineers with different skills for different equipment types set this to Yes. You will then need to ensure each of your field team is allocated relevant equipment types (You can do this under Manage Users)
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Suggest same engineer for subsequent visits

Default: No

If you prefer same field team member/engineer to go back if there is a 2nd or 3rd visit to a job select this to Yes. If set to no, then any available field team/engineer will be allocated.

Step 2

Ensure your field team/engineer home addresses have been added to their user record. This is so Smart Scheduling can include their start/finish location when searching for the closest field team member.

To do this go to Manage Users.


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