Every Auto-Schedule run reads the board and Unassigned.
It re-optimizes that day using the shop’s existing hard constraints.
It also uses the shop’s existing soft preferences.
Assigned and In Progress jobs can slide.
Time-off and no double-booking still hold.
Anything that does not fit stays in Unassigned.
The feature is deterministic. The same board, Unassigned, and settings always produce the same schedule.
A second run on those same inputs changes nothing.
The top-bar button reads Auto Schedule. You can also press S on the board.
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. An avoid list excludes them, except a job tagged “For” them.
- 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 inside a time-off block.
- No double-booking. Two jobs cannot share one slot.
- Fits before end of day. The block must end by that weekday’s shop closing time.
Jobs start on 30-minute marks inside shop hours.
Assigned and In Progress can slide.
Time-off and no double-booking still hold.
Soft preferences then decide which open slot wins. In the default order they are: Honor promised-by, Waiting customers first, Prefer the tagged technician, Best-qualified tech, Balance the board, Match pace to job, Earliest open slot. An Owner / Admin or General Manager can reorder or turn off any of them in Settings > Scheduling.
Learn more
Run Auto-Schedule
Run, read result, undo.
Scheduling preferences
Hard rules and ranking.
Bulk day actions
Carry Forward, Reset Day.
Tech capability profile
Skills and pace.
Last modified on August 28, 2026
