Managing the Schedule

Route the schedule at least 4 days prior

• Pre set the schedule out as far as possible
• Set the time windows for two days out when leaving for the day to be dispatched early
• Pay attention to time windows

Driving distance

• Have all techs driving under 20-25 minutes
• Use CT Map option to see what is the starting point (home address) of the CT every morning,

Notify customers

• Jobber sends an automatic email reminders prior to the cleaning
• If a tech no longer works for us notify their customers three days ahead or more and offer another tech similar that lives in their area.
  • Remove the name of that tech in the custom fields
  • Make a to do to follow up and see how they like the other tech note in client’s profile

Update how many hours can be scheduled a day

• Multiply how many techs that are available by 6.7
• Let everyone know what we can schedule up too
• Manage Jobber calendar and Master Schedule by blocking days available online to be booked if we are at capacity
  • Make sure to reopen days if things change

Setting team homes

• Make sure to set them up for success
• Team homes have to be in the 8 am ETA to avoid traffic and waitings.
• Who works well together?

Use the tech scheduling document

• Make sure to use the ratings to set your schedule
• New techs need to slow into it
• Dont give a new tech a large home