Master Schedules - Add a Master Schedule

Master Schedules allow you to set up a scheduling template that can be used on Recurring Jobs for your Clients. You can assign multiple Client's Jobs to a Master Schedule. You can access Master Schedules from Settings > Master Schedules.

To add a Master Schedule, use the following steps:

  1. Go to Settings > Master Schedules.
  2. Click Add Schedule.
  3. Enter the Schedule Name and optional Description. Make sure your schedule is Active

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  4. Select all the dates to be added to that schedule by clicking on each date. Dates will turn dark gray when selected. 

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  5. Click Save & Generate

  

Time Saving Tips:

  • Click on the days across the top of each month to highlight quickly all dates in the month falling on that weekday. 

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  • Numbers lightly highlighted in gray in the left column are the week numbers for that calendar year. You can click on a week number to quickly highlight that entire week. 

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  • The system will not allow you to save “backdates” in a schedule.
  • Only upcoming dates show on the calendar after it has been saved.
  • A set of generic Master Schedules come with each new Service Autopilot account. The start date for each schedule is your sign-up date, and the end date is one calendar year from that date. Once the calendar has reached the end date, they will need to be renewed.
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