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Calendar Settings
Configure booking calendars for customer appointments
Daily Schedule PDFs
Generate printable per-technician day sheets — route map, one page per stop, with SAF form & directions links as clickable hyperlinks and QR codes.
Filtered by the region selected above.
Launches
Manage all promotions (active, inactive, and past)
Appointment Types
Configure appointment durations and descriptions
No appointment types
Click "Add Appointment Type" to create your first type
Calendar Rules
Manage tech skills, service regions, and scheduling constraints
Tech Skills 0
Regions 0
Block Addresses 0
Override Notifications 0
Access Management
Manage access levels and user permissions
Access Levels (Roles)
Permission templates for user roles
Teams
Group technicians under a contractor manager who gets a read-only, roster-scoped view of just their own team. Set the manager's access level to Team Leader first, then add them as a leader below.
Recurring Group Blocks
Manage recurring blocks that auto-expand for the next 90 days
Resolution Codes
Manage SAF closeout resolution codes shown to field technicians
Add New Code
SA Exclusions
Service Areas blocked from all scheduling. A customer, CSR, or admin booking into an excluded SA sees no availability.
Add Exclusion
Custom Rules
Booking rules for customer, agent, and admin scheduling. When a booking matches a rule's conditions, its actions apply: extra required skills, a longer job duration, a specific team, or internal (non-contractor) techs only.
Import Drop Bury Jobs
Upload Zendesk CSV to schedule drop bury service orders
Drag & drop a CSV file here, or click to browse
Accepts .csv, .tsv, .txt (Zendesk drop bury exports)
Export Data
Export reports, schedules, and configuration
Coming Soon
Data export functionality is currently in development.
Optimizer Automation Schedules
Configure when the optimizer runs for each region
In Day Optimization
Enable/disable automatic tech optimization per region
Overrun Monitor
Live view of techs running over their scheduled job duration
Pull Queue
The raw ladder behind the tech "Pick Up Another Job" button — candidates in the exact order they'd be offered
Integration Connectors
Enable, schedule, and run data integrations that load into / unload from FTL
External Links
Jump-link URL templates that turn IDs across the app into clickable links
Makes the CID in the appointment modal clickable. {CID} is replaced
with the appointment's CID and the link opens in a new tab. Leave empty to keep
the CID as plain text.
Routing
Global knobs for how availability counts open slots and when booking checks drive time
Travel time charged between back-to-back jobs when the admin availability views (Utilization grid, day/month boards, snapshots) count open slots. 0 counts pure job duration — a 4-hour window holds two 2-hour installs, matching how the board is actually booked. Raising it makes shown capacity more conservative (10 used to halve install capacity: 2h + pad no longer fit twice in a 4h window).
Within this many days of today, customer/agent slot checks verify real drive legs against each tech's current route before offering or assigning a slot. Beyond it, checks only require the job's duration to fit — the overnight optimizer re-routes those days before they run. 3 = today, tomorrow and the day after are drive-checked. 0 = never drive-checked.
Fleet mapping · Samsara driver to technician
🚀 Run Optimization
Configure and execute route optimization
Skill Scope limits the run to jobs requiring that skill — every other appointment stays put on its current tech and time. Leave on "All appointments" for a normal full re-org.
OR-Tools: Google's constraint solver with three-factor optimization (Distance, Workload, Priority)
Control how the optimizer balances three factors. Weights must sum to 100%.
Snap rounds appointment times to the nearest interval. Travel buffer is the minimum gap between jobs.
Fills free tech time with pullable appointment types from future dates (50% buffer). Requires pullFromFuture to be enabled on appointment types.
Fires the daily-sweep run for the selected date in every region with an enabled schedule, using each region's saved sweep settings. Runs launch in the background and appear in History.
Automation (06:20 sweep, blitz sweep, Run All) will still compute runs for protected days but will NOT apply them — your manual schedule stays put. Admins can still apply a run manually from History.
📊 Latest Results
View your most recent optimization run
No Results Yet
Run an optimization to see results here
📜 Optimization History
Browse and compare past optimization runs
📈 Timeline View
Compare multiple optimization runs for the same region and date
⚙️ System Health
Monitor optimizer queue and worker status
⭐ Priority Rules
Configure appointment prioritization weights and factors
Priority rules are configured per region
Select a Region
Choose a region above to configure priority rules
Service Activation Form
Global availability next 7 days
Utilization by region and day · click a cell to drill in
Open capacity by region
Capacity report
Morning position · what each day opened with (7:45 ET, before windows pass)
Rewind the board
How days fill · booked share of final load, by days out
Lead time to 90% formed · darker blue = schedule formed earlier
Intraday open slots · last 7 days
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Select a region to view tech schedules
Appt Viewer
| Date / Time | Tech | Customer | Address | Region | CID | TID / Ticket | Status | Duration |
|---|
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