SPP 418: Using the Scheduler for Starts

Section: Service Procedures

Subject: Using the Scheduler for Starts

Approved by: Tony Massey

Effective Date: 29 January 2001

Last Reviewed Date: 14 October 2025

Policy Owner: Director of Administrative Training

Policy #

Purpose #

This procedure outlines the process for scheduling starts using the ServicePro Scheduler. This tool allows for visibility from any service center or Customer Care, ensuring a consistent and accurate scheduling process.

Part 1: Building the Calendar

  • First, get the customer’s address from the Sales Inspector. This will determine the route.
  • In Scheduler, select Build.
  • Choose the correct Branch (Service Center).
  • Select “Click here to search” to view the Route menu, select the route, and click OK.
  • Next, choose either the Date Range or Calendar option. For example, under Date Range, you may select options such as “Today & Next 2 Days” or “This Week,” while the Calendar allows you to select a specific date or date range.
  • Click Build New.
Figures 1 & 2: Building the Calendar

Part 2: Scheduling and Creating a Block Time

  1. Work with the Sales Inspector to find the best day and time for the appointment.
  2. To open the Block Time window, you have two options:
    1. Option A: Click directly on an open time slot on the calendar. A pop-up window will appear. (Figure 3)
    2. Option B: Click Block Time at the top of the screen. The Block Time fields will appear on the left side, like the Build screen. (Figure 4)
Figure 3. Creating a Block Time directly from the calendar.
Figure 4. Creating a Block Time from the link at the top of the screen.
  1. Complete the required information in the fields:
    1. Description: Include the service type, street address, zip code, customer’s last name, phone number, and the initials of the team member who sold the service.
    2. From Date and End Date: These will auto-fill if you use the calendar.
    3. Duration: The default time set by the Scheduler is 60 minutes, but you will adjust it as needed. Refer to our Service Standards for specific guidance.
    4. Time: Enter the service time agreed upon with the customer.
    5. Route: This will auto-fill if you use the calendar.
  2. Finally, click Add (or Done if you used the header link).
Figure 5. Completing the required information in the fields.

Part 3: Confirmation

  1. A green notification will appear, confirming the block time was created successfully.
  2. View the new appointment on the calendar. If you don’t see it immediately, click Refresh.
Figure. 6 The Block Time is shown on the Calendar.

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SPP 418 Using the Scheduler for Starts, update 10142025Download

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