How to Set It Up
1. Open the Smart Scheduler and Select your Jobs
From the Dispatch module, click Unassigned Jobs to open the scheduling panel. Select the jobs you want to include in this run, then click Continue.
Navigate to the Dispatch module in ServiceBridge.
Click Unassigned Jobs to open the scheduling panel.
Select the jobs you want to include in this run.
Click Continue.
2. Select your Teams
You'll land on the Select Teams & Set Availability screen. Each team appears as a card showing the team name, members, capacity, and a working hours preview. Click a team card to select it — the Working Hours dropdown activates once a card is selected.
Review the list of available team cards.
Click a team card to select it — the card border will highlight to confirm selection.
Repeat for any additional teams you want to include in this run.
3. Choose Company or Team Working Hours
Each team card defaults to Company Working Hours. To keep a team on the company default, leave it as-is. To set custom hours, click the Working Hours dropdown on the selected team card and choose Team Working Hours. The inline editor will expand inside the card.
On a selected team card, click the Working Hours dropdown.
Choose one of the following:
Company Working Hours — uses your organization's global scheduling window
Team Working Hours — opens the inline editor to set a custom schedule for this team
Select Team Working Hours to proceed with custom configuration.
4. Configure the Team's Hours
In the inline editor, you'll see a row for each day of the week. For each day:
Toggle the day ON (working) or OFF (non-working)
Set the From and To times using the time picker
For overnight shifts, set the From time later than the To time (e.g., From: 8:00 PM / To: 6:00 AM) — the system will recognize this as spanning midnight and display it as 8:00 PM – 6:00 AM (next day)
In the inline editor, review the row for each day of the week (Monday–Sunday).
Toggle each day ON or OFF using the day toggle.
For each ON day, set the From and To times using the time picker.
For overnight shifts, set the From time later than the To time (e.g., From: 8:00 PM / To: 6:00 AM) — the team card will display it as 8:00 PM – 6:00 AM (next day).
Click Apply — the editor collapses, and the team card updates with an availability summary.
Clicking Cancel discards all changes and restores the previous working hours.
5. Edit or Revert Hours, if Needed
Before running the scheduler, you can make changes at any time:
To edit, click the pencil icon on the team card to reopen the inline editor
To revert to Company Working Hours, select it from the dropdown — a confirmation modal will appear. Click Use Company Working Hours to confirm, or Cancel to keep your custom hours.
To edit hours, click the pencil icon on the team card to reopen the inline editor.
To revert, click the Working Hours dropdown and select Company Working Hours.
In the confirmation modal, click Use Company Working Hours to confirm, or Cancel to keep your custom hours.
6. Resolve any Unapplied Changes
If you try to continue with changes in the inline editor that haven't been applied yet, a warning modal will appear listing the affected teams.
Review the warning modal — it lists each team with unapplied changes.
Click Return to Editing.
For each team listed, open the inline editor and click Apply — or deselect the team card if you don't want custom hours applied.
Once all changes are resolved, click Continue.
7. Review and Run
On the Review & Run screen, confirm the selected jobs, date range, and each team's availability summary before executing the scheduler.
Review the summary card showing the selected jobs and date range.
Review each team's availability summary in the Teams section.
If anything looks off, click View next to the Teams section to go back and make adjustments.
When ready, click Run Smart Scheduler.
After the Run
Assigned jobs will appear on the schedule in the Dispatch panel. Any jobs that couldn't be placed within the available working hours will remain unassigned, and a banner will appear with suggested next steps:
Expand the scheduling date range to create more availability.
Review and adjust working hours for one or more teams.
Re-run the Smart Scheduler with the updated settings.
A Few Helpful Reminders
Working hours once applied are saved automatically for future runs
Each team's hours are configured independently; changing one team's hours doesn't affect others
Teams without custom hours applied will automatically fall back to Company Working Hours
For overnight shifts, always confirm your company's time zone is correctly set in account settings to avoid unexpected scheduling behavior across midnight