SCHEDULE

Plan your days, dispatch your crews, and keep routes on track

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.
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.
Create, Manage, and Update Tasks in Rotor
Anytime Visits: Time of Day & SchedulingPut anytime visits on the schedule, pick Morning, Afternoon or Evening, and control what customers are told about timing.