Master Schedules allow you to create a scheduling template that can be used on Recurring Jobs for your Clients. You can assign multiple Jobs to a Master Schedule.
To add a Master Schedule, follow these steps:
- Go to Settings > Master Schedules.
- Click Add Schedule.
- Enter the Schedule Name and optional Description. Make sure your schedule is Active.
- Select the dates you want to add to the schedule by clicking on each. Dates will turn dark gray when selected.
- Click Save & Generate.
Time-Saving Tips:
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Click the abbreviated days of the week to select all dates under that day. For example, if you click "We" then all Wednesdays in the month will be highlighted.
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The numbers under the "Wk" column on the left side are the week numbers for that calendar year. You can click on a week number to quickly highlight that entire week.
- 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, it will need to be renewed.
Note: Master Schedules do not automatically renew.
Below the calendar selection table, you can see a list of all Accounts that have Jobs on the Master Schedule you are viewing:
In this table, you have the following options:
- Export the table results
- Modify the page size or move between multiple pages of results
- Click a "Client Name" to be taken to the Client Account screen in a new tab