Scheduling General Settings

The Schedule Module shows a Timeline View of your field employees’ schedules, broken down by the hour for the current day. You can set up general scheduling rules in IndusTrack to customize how scheduling works for your business.

Accessing Scheduling Settings

1. Go to Settings > Scheduling
2. You’ll see several options:
   • General settings – Customize calendar settings and job colors.
   • Task Templates – Create templates for recurring job tasks.
   • Job Templates – Save job templates for easy scheduling.
   • Service Types – Categorize jobs for easier reporting and billing.
   • Job On Hold Reasons – Define reasons for putting a job on hold.

Key Scheduling Settings

1. General Settings

• Create and edit different calendar types.
• Set the start and end times of the scheduling grid.
• Set the default estimate duration for a job.
• Assign color schemes for different jobs.

2. Task Templates

• Save frequently used tasks as templates.
• Use them to quickly add details when scheduling jobs.

3. Job Templates

• Save commonly used job structures for easy reuse.
• Quickly load job templates to speed up scheduling and reporting.

4. Service Types

• Create service categories for jobs (e.g., HVAC Repair, Electrical Installation).
• Helps with sorting reports and simplifying billing.

5. Job On Hold Reasons

• Define standard reasons for putting a job on hold (e.g., waiting for parts, customer request).
• Ensures consistency when pausing jobs.

This setup makes scheduling more efficient, helping you manage jobs, tasks, and field employees smoothly.