Scheduling and dispatch
Review Monster's CRM includes a schedule made for field crews. Every job sits on one calendar you can read by day, week, month, a timeline of who's doing what, or a map of where the day's stops are.
Click an empty spot to start a job at that time, or drag across a stretch of the day to book exactly that window. The new job form opens with the date and times already filled in.
It's included free with every Review Monster plan, on the web and in the iPhone and Android apps.
Five ways to look at the same day
Day and Week show jobs as blocks on a grid. Month gives you the long view. Timeline lays the day out in rows, one per tech, so you can spot a gap or a double-booking at a glance. Map puts every stop on a map so you can see whether a route makes sense before the trucks leave.
The calendar remembers the view you used last and opens straight to it. No flicking from one view to another while the page loads.
- Day, Week, Month, Timeline and Map views
- Timeline stretches to your open hours for the day
- Opens on the view you used last
- The same calendar on the web and in the phone app
Book by clicking or dragging
A single click on an empty stretch starts a one-hour job from the nearest quarter hour. A drag books the stretch you dragged, with the times shown while you drag. Existing jobs keep their own moves, so you can drag one to a new time without opening it.
If a job lands outside your business hours, on a holiday, or looks like one already on the calendar for the same customer and address, the form warns you. It never blocks you. You know your day better than the software does.
The job map, with trucks and units on it
The map view pins every job for the day. If you track vehicles, your trucks show up on the same map and refresh every 15 seconds, so the office can see who's where without calling around.
Dumpster and storage companies using Asset Tracking also see their units on the map, sitting at the customer addresses they were dropped at.
Filters that stay out of your way
Filter the calendar by tech, job type, status, tag or lead source, or search for a customer. The filter holds while you open a job and come back, then resets when you leave the calendar, so you're never staring at a half-empty schedule wondering where the jobs went.
Settings › Schedule decides whether finished jobs stay on the calendar. Filter for Done and they show up anyway.
In practice
On a normal Tuesday the office opens the Timeline and sees one tech has a two-hour hole after lunch. A customer texts asking about this afternoon. The dispatcher drags across that gap, the new job form opens with 1:00 to 3:00 filled in, and the job is on the tech's phone before the customer has finished their next text.
Step-by-step help for scheduling and dispatch is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Can my techs see the schedule on their phones?
Yes. The schedule is in the Review Monster CRM app for iPhone and Android, with Timeline, Day and Map views. Techs get a push notification when a job is assigned to them, moved or cancelled.
Can I move a job by dragging it?
Yes. On the desktop Day and Week views you can drag a job to a new time. Clicking or dragging on an empty part of the day starts a new job in that slot.
Will it stop me from double-booking?
It warns you instead of stopping you. When a new job looks like one already on the calendar, or falls outside your hours, the form tells you before you save. You decide.
Does the schedule cost extra?
No. Scheduling is part of Review Monster's CRM, and the CRM is free with every Review Monster plan.
Works well with
One page per job with the customer, crew, items, photos, payments and a timeline of everything that happened.
On-my-way texts with live trackingOne tap and the customer gets a text with a live map of the truck coming to them, and an ETA.
Online bookingCustomers pick a real open time on your website, and the job lands on your calendar.
Recurring jobs and billingRepeat jobs on a schedule, bill each one when it's Done and charge the card on file automatically.
Scheduling and dispatch comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.