Schedule the crew, plan the day, win it
Book visits, build routes, and set up recurring work from one calendar that keeps working when the signal drops - serious scheduling power that still takes minutes to learn. The field sees the plan; the office sees the day.
- Fit more jobs into every day by cutting drive time and backtracking with planned routes.
- Stop double-booking and missed visits with one shared calendar the office and field both trust.
- Keep crews productive in dead zones because the schedule works fully offline and syncs later.
- Lock in recurring revenue by scheduling maintenance plans and repeat service once and forgetting it.
What you can do with Scheduling & Routing
Visual scheduling calendar
Drag visits onto a color-coded calendar with day, week, and team views. See who is booked, who is open, and what is still unassigned at a glance, then adjust on the fly when a job runs long or a cancellation opens a slot.
Visits tied to the real job
Every visit is linked to its Job, Account, Property, and Equipment, so the tech opens an appointment and already has the history, location, and context. No re-keying customer details onto the schedule.
Route building
Sequence a tech's stops into a sensible route and see the day's path before anyone leaves the shop. Cut backtracking and windshield time by ordering visits the way the day should actually run.
Recurring scheduling
Set repeating visits for maintenance plans, weekly service, and seasonal work. Generate the whole series at once and edit one visit or the entire schedule when plans change.
Mobile My Day for the field
Each tech opens My Day to see their stops, route, and visit details on the phone. Built mobile-first so the plan lives in the pocket, not on a clipboard back at the office.
True offline-first execution
Day packs cache the schedule, visit notes, and customer info on the device. Techs keep working in basements, rural routes, and dead zones; photos queue and everything syncs the moment signal returns.
Fleet visibility with Samsara
Connect Samsara fleet GPS to bring vehicle location into the picture alongside your schedule, so dispatch decisions reflect where trucks actually are.
Dispatch board & route optimization
A drag-and-drop dispatch board on the Growth plan and automatic route optimization on the Professional plan let you assign the nearest tech and minimize drive time across the whole day.
Scheduling & Routing: questions answered
Yes. Recurring scheduling is live today. Set the frequency for maintenance plans, weekly service, or seasonal work and ProHelper generates the visit series. You can edit a single visit or the whole schedule when things change.
Yes. ProHelper is offline-first. Techs download day packs so their visits, routes, notes, and customer details stay available with no signal. Photos queue and the calendar syncs automatically once they reconnect.
Yes. Route building is included on every plan, so you can sequence a tech's stops manually. The drag-and-drop dispatch board is available on the Growth plan, and automatic route optimization is included with the Professional plan.
Visits link directly to Jobs, Accounts, Properties, and Equipment, and flow into Estimates, Invoices, and Payments. Scheduling is part of the all-in-one platform, included in Essentials at $35 per user per month, with a 30-day free trial and no credit card required.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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