> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bayboard.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling preferences

> Set the rules and priorities Auto-Schedule follows in Settings > Scheduling.

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 Unassigned list always produces 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."

<Frame>
  <img src="https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=1836de5f55a5049b509476d99cd824f0" alt="Settings > Scheduling showing the Hard constraints card and the Soft preferences list" data-og-width="1320" width="1320" data-og-height="856" height="856" data-path="images/auto-scheduler/settings-scheduling.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?w=280&fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=1370772047967835c2aec804d698dbf8 280w, https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?w=560&fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=ca53635389874d95021f168834ca5c1d 560w, https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?w=840&fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=f6eef2c287035e1532a40bf38872de1d 840w, https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?w=1100&fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=7824536fe88a29e8355c2bb48c9e2e57 1100w, https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?w=1650&fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=e8722e358988414fef182b12968190d0 1650w, https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/auto-scheduler/settings-scheduling.png?w=2500&fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=ca79984aa0922e6651fcbf06f540ed3a 2500w" />
</Frame>

## Hard constraints

Hard constraints are always enforced first. Rows marked Locked cannot be turned off because they protect the board from invalid placements.

| Constraint             | Control | What it does                                                         |
| ---------------------- | ------- | -------------------------------------------------------------------- |
| Skill match            | Toggle  | Tech can do this job type. Their "avoid" list excludes them.         |
| Parts received         | Toggle  | Waiting-on-Parts jobs only place when parts ETA is today or earlier. |
| Respect time off       | Locked  | Never place a job during an all-day or partial-day time-off block.   |
| No double-booking      | Locked  | Two jobs can't occupy the same slot on the same tech.                |
| Fits before end of day | Locked  | The scheduled block must end by that weekday's closing time.         |

## 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.

## 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.

<Note>
  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.
</Note>

## 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.

## Related

* [Run Auto-Schedule](/auto-scheduler/run-auto-schedule)
* [Tech capability profile](/team-and-roles/tech-capability-profile)
* [Add time off](/time-off/add-time-off)


## Related topics

- [Tech capability profile](/team-and-roles/tech-capability-profile.md)
- [Promised time](/schedule-board/promised-time.md)
- [Run Auto-Schedule](/auto-scheduler/run-auto-schedule.md)
- [Auto-Scheduler](/auto-scheduler.md)
- [What's new](/changelog.md)
