Everything in Field Services starts with a Schedule. Office staff or dispatch managers maintain full control of daily or weekly schedules.
This allows you to make decisions like:
- In-home cleaning only happens on Tuesday and Thursday
- Deliveries aren't allowed on Mondays
- Allow two custom in-home jobs this Wednesday based on an important customer request
This ensures that front of house staff don't inadvertently book a Pickup or Delivery or Service with a crew or vehicle on a day when that cannot or is not supposed to happen.
To manage schedules, click Field Services --> Schedule Manager in the menu
![](https://rugsimple.com/wp-content/uploads/2022/01/Screen-Shot-2022-01-26-at-1.45.59-PM.png)
By default, the App will show the view for the current week and any days that already contain a schedule. If there are overdue jobs, you will see a warning to go and view them to address as needed.
![](https://rugsimple.com/wp-content/uploads/2022/01/Screen-Shot-2022-01-26-at-2.07.04-PM-1024x631.png)
You may search by Cancelled and Closed schedules under the status at the top or change dates to view the month, year or custom dates.
The Schedule Report provides a number of informational and action items:
- Schedule date
- Status (open or closed depending on if the jobs have been completed end of day and closed/approved by the office)
- Number of jobs scheduled for that day with a tooltip showing the Order IDs for easy reference
- How many routes are currently planned
- An actions menu
Job Info Status
Quick reference to # of jobs that day and associated orders
![](https://rugsimple.com/wp-content/uploads/2022/01/Screen-Shot-2022-01-26-at-2.24.32-PM-1024x168.png)
Route Management
The ability to create a new route (if the day is today or later) and information on how many routes are on the road today
![](https://rugsimple.com/wp-content/uploads/2022/01/Screen-Shot-2022-01-26-at-2.30.55-PM.png)
Schedule Action Management
The ability to edit the schedule/day, See the jobs under this schedule/day and, if no jobs are currently assigned, Delete the schedule