To update your scheduler settings, please go to Settings > Scheduler. More specifically you may create jobs (routes) up to 7 days in advance and give your vehicles greater access to certain private roads (gated communities).
Creating jobs in advance
By default (0), jobs are created and dispatched at midnight for the upcoming day but you may also create jobs up to 7 days in advance. Creating jobs in advance has its pros and cons.
- See routes in advance.
- Reoptimize routes in the future after making adjustments.
- The more days in advance you dispatch jobs, the higher your chances of having to manually adjust the dispatch board. For example:
- If you permanently reassign a client to another tech in the schedule, you will need to manually reassign tech on the dispatch board for jobs that are already dispatched. This is because dispatched jobs are not affected by the master schedule changes.
- If the service days for a particular client location change, you may have to manually create jobs for the period when your jobs are already auto-dispatched.
- When a new client signs up for service, your recurring service start date will depend on how far in advance you create jobs. For example, to start the regular service the next day, you would need to create a custom job manually.
- If your client changes the number of dogs or cleanup frequency, dispatched jobs for current subscription on the dispatch board will be pronounced missed (void). Then it is necessary to manually create custom jobs on the dispatch board for the new subscription for the period when jobs were already auto-dispatched.
Heads up! If you need to create jobs in advance, we recommend you to go from 0 to 1 or 2 days in advance at first. For example, on Friday you could change the setting from 0 to 2 if you do not expect any client jobs on Saturday and Sunday. Then on Saturday (the next day), your jobs will be auto-created for Monday because you requested jobs to be created 2 days in advance.
To summarize, when you initially decide to create jobs in advance, you create a “gap” on the dispatch board for the selected number of days. Therefore, it’s the best for this gap to happen when you have no client jobs (example: On Saturday or Sunday). Alternatively, you could make the gap as large as 7 days but then you would have to create custom jobs manually via the dispatch board.
Selecting vehicle type
For routing purposes it is possible to choose between a car and small truck vehicle profiles. The car is set as a default vehicle and the car profile has less access to private roads to prevent routes through gated communities.
Businesses that service clients within gated communities may want to select the “small truck” as the default vehicle profile because that vehicle profile has greater access to private roads than the “car” vehicle profile.