Calendar Settings- Auto-Adjust Job End Times with Team Changes

If you have Budgeted Hours (B. Hours) and Appointment Times set for a Job, you can choose to automatically update the end time of that Job based on the number of Resources assigned to it from Team Assignments.

For Example, let's say a job has an appointment time of 1:00pm - 2:00pm, the B. Hours are set to one hour, and there is one resource assigned to the Team. If you update the Team by adding two additional resources (now 3 total), the appointment time will change to 1:00pm - 1:20pm. 

Enabling the Feature

On the Calendar:

  1. Go to Scheduling > Calendar
  2. Click More
  3. Select "Settings". 

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  4. Under the "Config" tab, check the option for Calculate End Times Based on B. Hours. 

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  5. Click Save.

How the Feature Works

For this feature to work, Jobs must have the following criteria:

  • Appointment Times
  • Budgeted Hours
  • Team Assignments

From either the Calendar or Dispatch Board, if you add or remove Resource(s) from a Team, the end times for those Team's jobs will adjust based on the total number of Resources.

For example, you have a job with two B. Hours assigned to a Team of two Resources, and the appointment time is 4:00pm - 5:00pm. 

  • Let's say you add another Resource to the Team for a total of three Resources. The Job's appointment time will reduce by a third (20 minutes). So the new appointment time will be 4:00pm - 4:40pm. 
  • Alternatively, if you remove a Resource from the Team so the Team has one total Resource. The appointment time will double to two hours. So the new appointment time will be 4:00pm - 6:00pm. 

The time always adjusts based on the Budgeted Hours. You can think about the calculation in this way: New Time = Budgeted Hours / Number of Resources

Note: Any Jobs that are Dispatched will not adjust automatically, even if you have the Auto-Adjust option selected. You must change the Job Status to Pending and then make your Team changes.

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