Schedule

The Schedule page is your command center for planning and assigning work. Use drag-and-drop to schedule services and assign technicians.

Overview

The schedule view is split into two main areas:

• Left Column — Unscheduled services ready to be planned
• Right Column — A 14-day calendar showing scheduled work

Scheduling Services

Drag to Schedule

1. Find an unscheduled service in the left column
2. Drag it to a date slot on the right
3. Drop to schedule it for that date

The service card shows:

• Service title or description
• Customer name
• Due date (for PM agreements)
• Estimated service time (based on components due)

Rescheduling

Already-scheduled services can be dragged between date slots to reschedule them. The new date is saved automatically.

Unscheduling

Drag a scheduled service back to the left column to unschedule it. This also removes any technician assignments.

Filtering

Filter the unscheduled services list to focus on what matters:

Click Clear to reset all filters.

Assigning Technicians

Once a service is scheduled, assign technicians:

1. Click the Assign button (or technician names) on a scheduled service
2. Check the technicians you want to assign
3. Click Done

Multiple technicians can be assigned to the same service. Their names appear on the service card.

Estimated Service Time

Saite calculates estimated service time based on:

• Components due for service at each customer location
• Default service times for each component type (change, inspect, clean)
• The service's due date

This helps with capacity planning—you can see at a glance how long each job might take.

Date Slots

The calendar shows:

• Past dates with open services (highlighted in amber)
• Today (highlighted and labeled)
• Next 14 days of scheduling

Weekend days are subtly shaded to help identify business days.

Best Practices

• Schedule overdue work first — Clear the backlog before planning ahead
• Balance daily capacity — Watch estimated times to avoid overloading days
• Assign technicians promptly — Helps with route planning and accountability
• Use filters — Focus on due-soon work when planning the week