Assigning work order tasks to agents using dynamic scheduling

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Dynamic scheduling increases the efficiency of Field Service Management by automatically assigning tasks to the agents.

    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.