SCHEDULE & JOBS
The operational core
- Crew SchedulingInstead of relying solely on traditional “Jobs,” the platform uses a Visits and Crews system. This approach allows businesses to better track technician performance, support complex team structures, and automate recurring service plans more effectively. This guide walks through how to set up your team, manage technician availability, organize crews, and use the new scheduling tools to keep your operations running smoothly.
- Visits vs. Jobs ExplainedRotor stacks three layers — service plan, job, and visit — and knowing which one holds the money, the calendar slot, and the technician's work solves most day-to-day confusion. Includes a "which one do I edit when…" reference.
- Pending JobsPending jobs are a way to mark that a customer is due for service at a certain time — without fully scheduling them yet. They act as a placeholder on your schedule so nothing falls through the cracks.
- Jobs Page - WebThe Jobs page gives you a full list of every job in your account, along with quick metrics and filtering tools to help you stay on top of your schedule and collections.
- Rescheduling, Cancelling, and No-ShowsWhat to do when a customer calls to move, skip, pause, or cancel service — which object to touch, what message the customer automatically receives, and the billing and payroll consequences of each choice.
- Job Checklists
- Create, Manage, and Update Tasks in Rotor