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Service Plan Scheduling Suggestions
Service Plan Scheduling Suggestions

Optimized scheduling suggestions based on location for service plan visits.

Sarah Connors avatar
Written by Sarah Connors
Updated over a week ago

This feature is currently in testing and not yet available to all orgs.

We're introducing new functionality that will provide you with suggested times for scheduling service plan visits. These suggestions are based on proximity to other jobs on your calendar so you can minimize drive time and maximize efficiency. This feature is currently in beta testing and not yet available to all Pros. If you are interested in early access to this feature, please reach out to support through the blue chat bubble.

1. Create a job for a service plan visit

Visit this help article for more ways that you can create a service plan visit.

2. Smart scheduling suggestions will automatically appear on the right side of the schedule.

Scheduling suggestions are based on a 1 hour visit within the next 14 days with any available technician.

3. Adjust duration of visit, date range or technician to receive more optimized scheduling suggestions.

4. Save & schedule service plan visit.


  • Why does the distance between the closest job seem shorter than I would expect?

    • Distance between jobs is currently calculated based on "how the crow flies" and not specific drive time.

  • Why did not receive any scheduling suggestions based on location to other jobs on my schedule?

    • There might not be any availability on your schedule.

    • Try adjusting your search

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