Auto-Scheduling Jobs
Put your maintenance agreements on autopilot. Let Opsler's robotic engine generate your service jobs exactly when they are due.
The Problem: You have 500 customers on a bi-annual maintenance contract. That means 1,000 specific visits need to be scheduled every single year. Relying on your office manager to remember to pull a report every month and manually create 80 job tickets is a recipe for disaster. Customers get forgotten, and revenue is lost.
How It Works
Opsler watches your recurring contracts and automatically feeds your dispatch queue with ready-to-book jobs.
- Step 1: The RRULE Engine — Opsler constantly monitors the exact recurrence rules (RRULE) tied to every active service contract in your database.
- Step 2: The Look-Ahead Window — When a scheduled visit enters your configured look-ahead window (e.g., 14 days before it's due), Opsler acts.
- Step 3: Job Generation — Opsler automatically generates a new Job record, complete with the customer's details, the specific equipment to be serviced, and the contract ID.
- Step 4: Dispatch Queue — The newly generated job is dropped directly into your dispatcher's 'To Be Scheduled' queue, providing a simple, actionable list of customers to contact.
Who Uses It & Business Impact
Ensure perfect contract fulfillment and never owe a customer a visit.
- For Dispatchers — They never have to guess who needs to be scheduled this month. They just open their queue, see the list of auto-generated jobs, and start making calls (or send the automated booking links).
- For Business Owners — You completely eliminate liability. When you sell a contract, you are legally obligated to perform the service. This feature guarantees you fulfill every contract with zero manual oversight.
Frequently Asked Questions
No, by default Opsler puts auto-generated jobs into the 'To Be Scheduled' dispatch queue. This ensures your dispatcher maintains control over the actual route optimization for the day. However, you can configure it to auto-assign to a specific technician if preferred.
You control the look-ahead window. By default, Opsler generates the job ticket 14 days before the actual recurrence date. This gives your office staff exactly two weeks to contact the customer, confirm the time, and lock it into the schedule.
Yes! When the job is auto-generated in the queue, you can trigger an automated email to the customer with a secure link to your Online Booking Widget, allowing them to pick a time slot that works for them without calling the office.
If a recurring contract is marked as 'Cancelled' or 'Paused', Opsler immediately halts the RRULE engine. It will not generate any future jobs, and it can optionally remove any currently unbooked jobs from the dispatch queue.
Related Features
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