Turning on the New scheduler experience gives you access to everything covered in this article, including AI Scheduling.

Open the Scheduler from the main menu, then turn on the New scheduler experience toggle in the top-right of the scheduler.

Both scheduler experiences are available, so you can switch back at any time by turning the toggle off. When you turn it off, you'll be asked to (optionally) share why — this feedback helps us improve the new experience.

In the New scheduler experience, appointments open in a side panel on the left of the screen instead of a pop-up window, with the route map shown on the right to optimise the scheduling experience.

In addition, the calendar and map panes can be resized to suit your preference. Hover in the middle for the vertical divider line between the two panes — simply click and drag it left or right to make either pane wider or narrower.

Presets let you save a combination of scheduler filters and selected technicians, then reapply that view in one click instead of setting it up each time.

There are two types:

1. If not preset is selected, click on the calendar "+" icon in the top right corner of the scheduler. Otherwise, click on the dropdown next to the selected preset, then click +Create sitewide preset or +Create preset on the relevant tab.

2. Provide the Name for the preset, for example "Sprinkler inspections".

3. Select your preferred Calendar View (Day, Week, Month) and Calendar Orientation (Vertical or Horizontal).

4. Choose the Preset visibility, should anyone within your workspace have access to this preset or just you: Only me or Name of your organisation.

5. Optionally select the Colour to assign to the preset for easy identification.

6. Set up the Task filters to be applied automatically when this preset is selected, for example Service Group, Task Status, Assigned (Technician) etc.

7. Switch from Details to the Technicians tab, then select whose calendars should be selected when preset is enabled.

8. Click Create.

Click on the dropdown next to the calendar "+" icon or the selected preset, then switch between Sitewide or My presets tabs to find the relevant preset.

The New Scheduler experience introduces 2 new functionality to Scheduling leave and other events:

Split appointments let you schedule a single task across multiple appointments that automatically fit within a technician's working hours — instead of one long appointment spanning several days, each day's work appears as its own appointment.

Use it when a job spans multiple days and you want each day to appear as a separate appointment. A job running Monday to Wednesday produces three appointments, one per day, each aligned to the technician's working hours.

The New Scheduler experience makes it easy to update the technician's depot location and work hours, as well as review their active accreditations.

Click on the name of the user in the calendar view to open the popup window where you can review and adjust the settings. Each section can be expanded or collapsed using the arrow icon.

Setting a depot location for your technician tells the Al Scheduler where they start and finish each day, helping it plan the most efficient routes.

To set it up, start searching for the address and select the one from the dropdown list.

Set when your technician is available to work. The Al Scheduler will only schedule their tasks during these hours:

Review all accreditations assigned to the user which are active. To edit accreditations, navigate to People > Accreditations, learn more How to manage Accreditations.

Uptick's scheduler now supports two calendar view types: vertical and horizontal. The horizontal calendar is an additional view — it does not replace any existing vertical calendar views.

You can switch between view types at any time from within the scheduler.

The horizontal calendar is designed for situations where you need to understand technician availability at a glance — particularly useful for scheduling installation or project work that spans longer time periods.

It is best suited to schedulers who need to:

For detailed day-to-day reactive or maintenance scheduling, the vertical calendar views continue to be the best option.

The horizontal calendar supports day, week, and month views. You can jump directly to a specific day or week by clicking the date headers at the top of the calendar.

Month view note: At month scale, smaller appointments will not be fully readable — this is expected. The month view is designed for high-level availability planning, not detailed scheduling.

Appointments are rendered proportionally to their duration. A 15-minute appointment takes up a small slice of the day; an 8-hour appointment takes up most of it. This makes it easier to spot genuine gaps in a technician's schedule.

Because time runs horizontally, each technician's schedule occupies a single row. This means you can see more technicians' full schedules in a single view without needing to scroll vertically — particularly useful in week and month views.

Condensed and detailed schedules

You can view a technician's schedule in more detail by clicking the chevron icon on their header panel. This expands their visible calendar row, making it easier to see overlapping events.

Due to the proportional rendering, appointment text may be condensed or not fully visible at a glance. Hover over any appointment to see its full details.

You can customise the visible time window per day:

The horizontal calendar has feature parity with the vertical calendar for appointment selection:

The Scheduler now has a range of configuration options available to users, most relate to how the AI scheduler can be configured, there is also the option to update the visible information for appointment cards and how they display on the calendar.

To view the configuration menu, click the

When the AI Scheduler builds a schedule, there's rarely one single "best" answer, it has to balance things like efficiency, timeliness, and (for longer periods) spreading work out sensibly. A recipe is the strategy you tell the scheduler to use when making those trade-offs, so you can match its approach to what you're actually trying to do.

Balanced optimises a technician's single day at a time, finding a good middle ground between route efficiency, tight scheduling, prompt arrivals, and cost (eg. less travelling, more performing). It's the right default for day-by-day scheduling. It can also be used over a longer period, but since it optimises each day in isolation, results can be less consistent over time. That's where Long Schedule comes in.

Long Schedule is built for scheduling a week or month at a time. Instead of optimising one day in isolation, it looks across the whole period to finish work in as few days as possible while keeping task timing sensible each day — packing work in efficiently with no awkward gaps.

Having this setting turned on will automatically apply a task's historic estimate, if a manually set estimated duration isn't available, when AI Scheduling tasks.

Sets aside a break period within a technician's day, eg. a lunch break. So the scheduler won't book tasks over it. You set the earliest it can start, the latest it must finish by, and how long it runs for, and the scheduler fits it into the day within that window.

For technicians with a depot location set, this setting configures how the AI Scheduler treats the first trip of the day (depot → first task) and the last trip of the day (last task → depot). For each one, you choose whether that trip counts as within work hours or outside work hours.

First travel (start of day)
Outside work hours (default) lets the technician start driving to their first task before their work day officially begins, arriving right as the day starts. Within work hours counts travel as part of the work day, so the technician only departs the depot once the day has started.

Last travel (end of day)
Outside work hours (default) means the trip back to the depot isn't counted within the work day and can run past its official end time. Within work hours means the return trip must be completed inside the work day.

The AI Scheduler with build the route without treating the depot as a fixed start/end point, so the technician doesn't need to start or finish their day there.
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This is handy if you're wanting to schedule a collection of tasks far away from where your technician traditionally works.

Normally the AI Scheduler only assigns a task to a technician who holds the right accreditations/certifications for it. Turning this option on, allows tasks to be assigned regardless.

Turning this option on tells the AI Scheduler to groups multiple tasks at the same property into one combined visit instead of scheduling them as separate trips, one after the other. You can limit this to specific properties, and cap how many appointments can be grouped together at once.

Selecting a default category automatically applies the chosen appointment category to every appointment the AI Scheduler creates (eg. once accepted), so you don't need to set it manually each time.

This configuration option lets you customise what's shown on each appointment card in the calendar: