SCHEDULE – Atlas

Your Calendar, Your Way

Drag-and-Drop Scheduling

Click a job, drag it to a new time or crew member. Reschedule in seconds. No forms. No extra clicks. Just drag and drop.

Multiple Calendar Views

See your day, week, or month. View one crew member’s schedule or see everyone at once. Switch views based on what you need to see.

Color Coding

Organize jobs by status, service type, or crew member. See your schedule at a glance and know exactly what’s happening.

Assign Crew Members Fast

See Who's Available

View team member schedules side-by-side. See who’s free, who’s booked, who’s available for a last-minute job.

Assign Jobs Instantly

Click a job, select a crew member, assign. They get notified automatically. No phone calls. No group texts.

Real-Time Updates

Change a crew member’s schedule from the office or the field. They get an instant notification on their phone with the updated details.

How Scheduling Works in ServSell

View Your Calendar

Open your schedule. See all jobs for the day, week, or month. Filter by crew member, job type, or status.

Add a Job

Create a new job manually or let ServSell auto-schedule jobs from approved quotes. Add customer details, service info, and estimated duration.

Assign a Crew Member

Choose who's handling the job. See their current schedule to avoid overbooking. Assign the job with one click.

Crew Gets Notified

Team member receives a notification with job details, customer address, and appointment time. They have everything they need.

Track Progress

Crew updates job status from the field—on the way, started, completed. You see updates in real-time.

Job Completes

Crew marks the job complete. You invoice the customer immediately. Job closed.

Scheduling Features That Save Time

Recurring Jobs

Set up weekly, monthly, or custom recurring schedules for maintenance contracts. Jobs automatically populate your calendar. No manual scheduling every time.

Route Optimization

See all jobs on a map. Plan efficient routes for your crew. Reduce drive time. Fit more jobs in a day.

Last-Minute Changes

Job canceled? Weather delay? Drag and drop to reschedule. Crew gets notified instantly. No scrambling.

Unscheduled Jobs Queue

Jobs that need scheduling but don’t have a date yet sit in an unscheduled queue. Drag them onto the calendar when you’re ready to book them.

Mobile Scheduling

Schedule From the Field

Your crew can see their schedule, update job status, and log notes—all from their phones. No need to call the office for details.

GPS Tracking

See where your crew is in real-time. Assign last-minute jobs to whoever’s closest. Optimize routes on the fly.

Job Details in Their Pocket

Crew members have access to customer addresses, service notes, photos, and special instructions. Everything they need to complete the job right.

Never Miss an Appointment

Automated Reminders

ServSell automatically sends appointment reminders to customers via text or email. Reduce no-shows. Keep your schedule full.

Customer Confirmations

Customers can confirm or reschedule appointments through their online portal. Less back-and-forth. Fewer missed appointments.

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