Scheduling Best Practices Webinar
Resources & Tools for Scheduling
Scheduling Best Practices Webinar
[3:25] for Scheduling Best Practices Workflow
[5:08] Scheduling from the Calendar
[7:54] Scheduling from the Route Planner
[11:36] Resources & Tools for Scheduling, [11:36] Route Optimization, [13:17] Batch Reschedule
[15:19] Q&A
Resources & Tools for Scheduling
SingleOps makes it easy to schedule drivers, sales reps and crews. Use the tools below to enhance scheduling, customer communication and satisfaction, and organization.
Maximize Efficiency
Tool | Scheduling benefits |
Optimize Route |
Route Optimization & Memorization available on Premier Tier, only. The Route Optimization tool can be used to place the stops on a route in the most efficient order based on the event locations, as well as the Driver’s Operation location. |
Batch Reschedule |
Batch Schedule & Reschedule available on Plus & Premier Tier Reschedule Jobs in bulk. |
Route Operations | This is the Operation this user starts and ends their routes. An Operation with a location is required in order to optimize routes for this user. Set up > Users > click on the User's name and find Route Operation. From the dropdown, select an Operation. Click Update User. |
Enhance Communication & Customer Satisfaction
Tool | Scheduling Benefits |
My Day Page | Keep track of your entire team! The My Day Page displays everything scheduled for a User- Tasks & Visits, Items Summary, a Map with Pins representing stop locations, and helpful Visit information such as Crew Notes and Work Orders. |
Automations | Increase efficiency and free your team up to focus on what matters most. Automations allow you to set up automated email notifications to get you paid faster, close deals faster and improve your client's experience. |
Stay Organized
Tool | Scheduling Benefits |
Configure Your Calendar View |
Choose your calendar view depending on the size of your team. Production view keeps everything in one place. The split Sales & Crew option works well for larger teams.
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Apply User Colors and Priority | Apply different colors to jobs based on the sales rep or crew assigned. |
Job Stage Colors | Visually track what's been done by reviewing the job stage colors. |
Scheduling Workflows
Scheduling from the Calendar
Scheduling from the Calendar is most convent for One-Off services.
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- Navigate to the Calendar
- Open the Filter in the top right corner and filter down to specific, One-Off Operation(s) (e.g. GTC, Install, etc.). Drop open the Unscheduled Tasks and Visits section(s) to show filtered Tasks/Visits.
- Drag and drop desired Task/Visit directly onto the Calendar, lining up with correct time, day, Assignee, etc. See more tips on configuring your calendar view above.
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Scheduling from the Route Planner
Scheduling from the Route Planner is most convent for Recurring services.
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- Navigate to the Route Planner
- Utilize Filters to filter down to specific, Recurring Operation(s) (e.g. PHC, Irrigation, etc.).
- Click the button in the top right to re-focus the map to show all ready-to-schedule Visit locations (in orange).
- On the User Level, utilize Route Operations and Optimize Route (see more info above) to determine where the driver starts and ends their route.
- When you're ready to schedule, click the Select button in the top right. This will allow you to batch schedule by clicking, holding and dragging your mouse across all Jobs you would like to schedule. Jobs will turn red.
- Click + Add Drives
- In the popup window, select a Crew and click Create Route.
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The Crew you selected should now have all Visits scheduled.
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