Who can run it
The button is hidden while billing is past due.
How it decides
Auto-Schedule checks hard constraints first. A job is placed only where every one of these holds.- Skill match. The technician can do this job type. A technician’s “avoid” list excludes them unless the job is tagged “For” that technician.
- Parts received. A Waiting on Parts job places only when its parts ETA is today or earlier, and no earlier than the parts-ready hour.
- Respect time off. No job lands in an all-day or partial-day time-off block.
- No double-booking. Two jobs cannot share a slot on the same technician.
- Fits before end of day. The block must end by that weekday’s closing time.
Learn more
Run Auto-Schedule
Run it, read the result, and undo if needed.
Scheduling preferences
Set the hard constraints, parts-ready hour, and preference order.
Carry Forward and Reset Day
The two other bulk actions next to the Auto Schedule button.
Tech capability profile
Skills, avoid list, and pace that Auto-Schedule reads for each technician.