Scheduling Jobs

RoutePilot supports both one-time and recurring jobs. Recurring jobs create scheduled visits automatically so you do not need to manually book each cycle.

One-Time Jobs

One-time jobs are created for single visits: a new customer's first service, a special service call, or a one-off project.

1. Go to Dispatch and click New Job
2. Set the Scheduled Date to the day of the visit
3. Leave the Recurrence set to None
4. Save and assign to a technician

Recurring Jobs

Recurring jobs auto-generate future visits on a set pattern.

To set up a recurring job:

1. On the customer record, click Add Recurring Schedule
2. Choose frequency and preferred day(s)
3. Set a start date
4. Optionally set an end date or leave it open

Jobs are created on a rolling basis — typically 4–8 weeks ahead. You will see them on the dispatch board before they are due, allowing time to assign and route them.

Editing a Single Occurrence

To change one occurrence without affecting the whole schedule:

1. Click the job on the dispatch board
2. Select Edit This Occurrence
3. Make your changes (date, technician, notes)
4. Save

The rest of the recurring schedule is not affected.

Pausing or Cancelling Recurring Jobs

To pause a customer's recurring service:

1. Go to the customer record
2. Find the recurring schedule
3. Click Pause to stop generating future jobs (resume later) or Cancel to end the schedule permanently

Jobs that have already been created are not automatically deleted when you pause or cancel a schedule.

Next Steps

• Dispatching Technicians
• Route Optimization