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How to Bulk Schedule in Scheduler

Step-by-Step Instructions

  1. How to Bulk Schedule in Scheduler - Step 1

    Open the Bulk Schedule feature in the Calendar to begin scheduling multiple work items at once.

  2. How to Bulk Schedule in Scheduler - Step 2

    Filter the list by work item type, then select all jobs, codes, tasks, and project tasks you want to schedule.

  3. How to Bulk Schedule in Scheduler - Step 3

    Click Next to proceed. The post-center view indicates whether an item is a job, code, task, or project task.

  4. How to Bulk Schedule in Scheduler - Step 4

    Select a technician from the available list, then click Next.

  5. How to Bulk Schedule in Scheduler - Step 5

    Adjust the scheduled time for each work item as needed, then click Next.

  6. How to Bulk Schedule in Scheduler - Step 6

    Click Next to generate the schedule. The schedule will display items starting from your office location and routing to each subsequent job.

  7. How to Bulk Schedule in Scheduler - Step 7

    Review the generated schedule in the calendar view. Jobs and codes display without a post-center view, while tasks and project tasks include this indicator.

  8. How to Bulk Schedule in Scheduler - Step 8

    Click Next to finalize the schedule. Select any additional work items you want to add, then click Next again.

  9. How to Bulk Schedule in Scheduler - Step 9

    Click Schedule to confirm. Your bulk schedule is now saved in the Calendar.

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