Dynamic Scheduler

Introduction

The Dynamic Scheduler app helps you optimise engineer scheduling and route planning across both planned and reactive work. By analysing real-time factors like location, skills, availability, and job priority, it automatically recommends the most efficient routes and job assignments for your team.

This saves time, reduces travel costs, and helps you meet SLAs more consistently, while giving you full control over how plans are created and deployed.

In this guide, we’ll show you how to configure your optimisation preferences, generate route plans, and manage recommendations to get the most out of Dynamic Scheduler.

How to access the Dynamic Scheduler app

Click the Marketplace option on the main menu and then click Dynamic Scheduler, if it appears here

Alternatively, click Explore More to find it under your My Apps page.

Dynamic Scheduler Settings

The settings page is the central hub for managing the core settings that control dynamic scheduling and route planning within Joblogic.

From here, you can configure how jobs are prioritised and assigned, ensuring your scheduling engine works in line with your business goals and service priorities.

Click the settings icon in the top right, to get started.

General

Include Service Jobs
Consider Service Jobs for Route Planning.

Matching

Match engineer skills to the job
Only assign engineers qualified for the job's trade. Improves first-time fix.

Apply Joblogic Job KPIs
Apply job Key Performance Indicators (KPIs) during route planning

Availability

Allow Engineer Overtime
Let engineers run slightly past their shift when it produces a better plan.

• Engineer Departure Overtime
  Minutes an engineer may run over at the job site.
• Engineer Travel Overtime
  Maximum additional travel minutes when optimising routes.

Job Handling

Use Preferred Date As PPM End Date
PPM jobs use the preferred appointment date as the latest allowed end date. Movable visits only.

Reassignment

Reassign planned (PPM) jobs
Allow changing the engineer or start/end time of PPM jobs to build a better route. Existing PPM jobs are cancelled and recreated as new optimised visits.

Reassign reactive jobs
Allow changing the engineer or time of reactive (unplanned/urgent) jobs. Existing jobs are cancelled and recreated.

Durations

Use custom job durations
Override the default length the optimiser assumes for each job.

• PPM job duration
  Assumed length for each planned job.
• Reactive job duration
  Assumed length for each reactive job.
• Custom Service Duration
  Defines the custom duration to be used for Service jobs.

JL Duration for PPM Jobs
Joblogic PPM Jobs Duration (in minutes)

Priorities

You can create up to 14 priorities, helping you define how different job types are ranked in importance.

Priority 1 represents the highest level, meaning these jobs are considered most important when scheduling and assigning work.

Note:
This doesn’t mean that Priority 1 jobs are always assigned first. The system’s main objective is to optimise travel time and distance when scheduling jobs. Priority comes into play only when multiple jobs are available but only one can be assigned due to constraints, such as engineer shift timings. In these cases, the job with the highest priority will be selected first.

Click Add Priority to create a new one.

Select a Priority Level from the dropdown.

Add a Priority Description (e.g., “Emergency Response” or “Routine Maintenance”)

Next, select the Job Classifications that apply. You can select a Job Type, Job Category and/or Job Tags as needed - at least one must be chosen before saving.

Once complete, click Create Priority to save your settings.

To edit or delete a priority, click the three dots next to the relevant priority in the list and Edit or Delete as needed.

Advanced Settings

The Advanced Configuration section allows experienced users to fine-tune optimisation algorithms and expert-level parameters for maximum control over scheduling and route planning.

Performance

Stop When No Improvement
Stop once no better result appears within this window. Recommended 1-3 min.

Maximum Optimisation Duration
How long the engine may search for the best schedule. Recommended 2-5 min.

Quality

End-of-Shift Risk Buffer
Visits starting within this many minutes of shift end are treated as risky.

Travel Time Adjustment
Above 1.0 makes travel cost more, encouraging tighter clustering. Use 1.1-1.3.

Travel Delay Buffer
Fixed buffer added to every trip for parking, prep and delays. Typical 5-15 min.

Smart Routes

Once your settings have been configured, return to the Dynamic Scheduler and select Smart Routes.

Use the filters at the top of the page to select the Country, Preferred Date, Customers, and Engineers you want to include in the route optimisation.

When you're ready, click Generate Smart Routes.

If any validation issues are identified, they will be displayed along with the reason for each issue.

Review the validation results, then click Proceed with Smart Routes to continue.

Joblogic will generate an optimised route for the selected jobs.

To allocate all suggested jobs, click Allocate Jobs.

Alternatively, click the three dots next to an engineer and choose Allocate Suggested Jobs to allocate jobs for that engineer only, or Exclude from Plan to remove the engineer from the optimisation.

Dynamic Scheduler

Once the optimisation is complete, your jobs will appear in the Dynamic Scheduler. This view reflects the Planner page in Joblogic.

The Jobs panel displays all open jobs that have not yet been allocated. Use the available filters to narrow down the list as required.

Hover over a job and click Recommendations.

Joblogic analyses factors such as engineer availability, location and route optimisation to recommend the most suitable engineer for the job.

Review the recommended engineer, then click Allocate to assign the job.

Scheduling Exclusions and Prerequisites

The system automatically filters jobs to ensure accurate scheduling and routing.

• Appointment Dates: Jobs without an appointment date are excluded when filtering by preferred appointment date. You can instead filter by Job Log Date
• Statuses: Jobs or visits marked Completed or Cancelled are not included in plans.
• Subcontractors: Jobs assigned to subcontractors are excluded from scheduling.
• Location Data: Site postcodes are converted to coordinates for routing. The engineer’s latest location is also used to assess proximity.
• Shift Hours: Jobs are only scheduled within each engineer’s defined working hours.
• Engineer Location: Based on the Start Point set in Joblogic. This could be the engineer’s home, office, or another address.
• Future Dates: You can only filter to view jobs scheduled for future dates by Job Log Date or Preferred Appointment Date.
• PPM Lock Handling: Locks applied to PPM jobs are also reflected directly at the visit level, helping ensure consistency between planning logic and scheduled visits.
• Validation Checks: Recommendation results include only jobs that successfully meet all scheduling and configuration validation criteria.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.