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Owner / Admin and General Manager can open Settings > Scheduling. Every control on this screen saves immediately. There is no Save button, and a “Changes saved.” toast confirms each change. The screen opens with a short explanation titled “How Auto-Schedule decides”: “Rules-based and deterministic. The same board, Unassigned list, and settings always produce the same schedule. Hard constraints are checked first; soft preferences run in the order below, top wins. Order is not a tiebreak: a higher preference counts for much more, so it usually decides which tech gets the job.”
Settings > Scheduling showing the Hard constraints card and the Soft preferences list

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Hard constraints

Hard constraints are always enforced first. Rows marked Locked cannot be turned off because they protect the board from invalid placements.
  • Skill match (toggle). Tech can do this job type. Their “avoid” list excludes them from it.
  • Parts received (toggle). Waiting-on-Parts jobs only place when the parts ETA is today or has already passed.
  • Respect time off (Locked). Never place a job during an all-day or partial-day time-off block on that technician column.
  • No double-booking (Locked). Two jobs can’t share one slot.
  • Fits before end of day (Locked). The scheduled block must end by that weekday’s shop closing time on the grid.

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Parts-ready hour

The Parts-ready hour is the earliest time a Waiting on Parts job can be placed on its parts ETA day. The card explains: “Waiting-on-Parts jobs auto-schedule no earlier than this time on the parts ETA day. Captures the reality that most parts deliveries land mid-morning, not at open.” Pick a time from 8:00 AM to 2:00 PM. The default is 10:00 AM.

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Soft preferences

Soft preferences decide which open slot a job gets once the hard constraints pass. The top item has the highest weight. The default order is:
  1. Honor promised-by
  2. Waiting customers first
  3. Prefer the tagged technician
  4. Best-qualified tech
  5. Balance the board
  6. Match pace to job
  7. Earliest open slot
Each row has an On / Off toggle. Turn a preference off and Auto-Schedule ignores it. To reorder, drag a row to a new position, or use its Move Up and Move Down buttons. The new order takes effect on the next run.
A higher preference counts for much more than the one below it. Put the rule you care about most at the top rather than treating the list as a tiebreak order.

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Reset to defaults

Click Reset To Defaults at the bottom of the screen to restore the default toggles, the 10:00 AM parts-ready hour, and the default preference order.
Last modified on August 28, 2026