Setup
You will need the following permissions in your security group:
can create and update properties
can create and update appointments
Click here to learn more about permissions and security groups.
Uptick’s recurring appointment feature helps streamline scheduling by assigning technicians and timeslots for routine tasks. This reduces manual input and ensures tasks are forecasted and scheduled efficiently.
How to schedule a task automatically
Allocate default technicians per service group via the Routines page on the property or using the Default technician allocator.
Set up recurring appointments for routine service levels on the property, and configure the recurrence and time.
After bulk-generating routine tasks, the forecasted appointment is automatically scheduled for the relevant task.
After bulk-generating routine tasks, the forecasted appointment is automatically scheduled for the relevant task.
