Unavailability

Technicians can be unavailable to schedule for a multitude of reasons - personal time off, staff training, meetings, sick leave, etc. When this is the case, we want their schedules to be visibly blocked out and for the Smart Scheduler to refrain from assigning jobs to them.

You can capture your technicians' unavailable time using the Unavailability feature in the Scheduler. You can create unavailability over multiple days to model vacation time, or you can create shorter periods to model meetings, training, personal appointments, etc.

You can also create and configure unavailability types to suit the individual needs of your business.

Technicians can view Unavailability on their devices, but they cannot create. Back-office managers should administer unavailable time on their team’s behalf.

You can schedule Unavailability by right-clicking on a technician’s row and selecting the Schedule Unavailability option.

You can also click the +New button and select Unavailability.

Select the type of Unavailability that you want. Two types are available by default - PTO and Training. You can modify these and add more to suit your business (see below).

Select the duration and choose whether it is an all-day event by selecting the All day checkbox. The example below is an all-day event. In the example below we have also added notes which will be visible to the technician on their mobile device. If, for example, the event is for training, the Notes field can be used to giving the address or room number.

On clicking save, you will see the Unavailability block in the Scheduler view.

In the Scheduler settings tab of the web app, you can create and modify Unavailability types. You can set the name, description, paid time flag, icon and color.

At this time, Paid time is only used for reference and reporting. It does not affect Timesheets.

You can configure an icon and color for new and existing Unavailability types.