Schedule
Arrival windows, capacity, technician hours and time off.
- Find and open jobs in Jobs & AppointmentsUse the Jobs & Appointments list to filter jobs by status, see what is on hold, and open a job to schedule, dispatch or cancel its appointments.
- Put an appointment on hold and resume itPause an appointment with a reason (waiting on parts, customer asked, no access), find everything on hold, and resume it when work can continue.
- Block time with non-job eventsAdd meetings, training, vehicle service and permit inspections so the people on them can't be booked, and capacity and online booking stay honest.
- Schedule recurring member and agreement visitsTurn maintenance visits that come due under memberships and service agreements into jobs, one at a time, in bulk, or grouped by area so a truck does a street in one day.
- Set technician hours, schedules and time offSet the company's default workweek, give technicians their own weekly schedules, and enter time off so capacity and online booking only offer real openings.
- Capacity and arrival windowsUnderstand how TradesWork works out open arrival windows from technician hours, booked work, drive time and skills, and read the capacity strip on the dispatch board.
- Set up online booking and the website buttonTurn on online booking, choose which services customers can book, set notice and service-area rules, and put the booking button on your website.
- Clock in and out and track timeHow technicians clock in, switch activities and clock out in the field app, how drive and job time fill in from job statuses, and how the office sees it on Timesheets.
- Approve timesheets and export payrollPartly availableReview each person's week, fix entries with a reason, clear exceptions and GPS flags, approve in bulk, reopen when needed, and export approved hours to your payroll provider.