Use dynamic scheduling to assign tasks to field service agents. Select and prioritize a list of tasks, provide assignment recommendations based on selected criteria, and auto assign tasks.

System administrators can configure task filters and ordering rules to specify how and when tasks are assigned and unassigned. Dispatchers can use dynamic scheduling to automatically assign tasks as they are created and unassign tasks as needed to accommodate higher priority tasks. Dispatchers can also select multiple tasks and use dynamic scheduling to optimize the task assignment.

Dynamic scheduling can run in one of two modes: manually or automatically. For manual operation, dispatchers select a set of tasks and then click Auto Assign to prioritize and assign the tasks. For automatic operation, dispatchers can choose to run dynamic scheduling immediately upon task creation or at a specified interval. Using task filters you can identify some tasks to be assigned manually while others can be set up for auto assignment.