Selecting Work Ticket List from the More drop-down in the upper right-hand corner of the Scheduling screen displays a Work Ticket Search List overlaid on top of the right half of the Scheduling screen as depicted below.
This Work Ticket Search List screen generally behaves like other search lists, allowing you to display and filter information to provide the most value in various situations. However, it should be noted that the Search Work Tickets (filter) field behaves differently, requiring a prefix for performance reasons. This behavior is explained in the Schedule Board Work Ticket Search article.
You can schedule visits by dragging work tickets from the Work Ticket drawer directly onto the schedule board. This works in both Route and Property views, with some differences depending on how the board is organized and filtered.
Schedule board views
The Schedule Board offers two toggleable views for organizing and scheduling work:
- Route view organizes visits by crew route. Each row represents a route; each column represents a date.
- Property view organizes visits by property. Each header represents a property; each row under it represents a service, with columns showing dates. This view allows teams to visualize and schedule work at individual properties without needing to create property-specific routes.
Use the view selector at the top of the board to switch between views.
Filter Behavior
Filters behave differently in each view:
- When you first access the Schedule Board, Aspire carries over your selected route manager filters from Route view into Property view.
- After this initial load, each view maintains its own filter set, and changes in one do not affect the other.
- In Property view, the Work Ticket drawer dynamically matches your current board filters. For example, if you’ve filtered the board to three properties, the drawer only displays work tickets for those properties. This helps reduce clutter and keeps scheduling focused.
Drag and drop behavior by view
In both views, you can schedule work by dragging a ticket onto a row and date. The row you drop on determines whether Aspire assumes the route or the property, and which scheduling modal displays:
- In Route view, dropping a ticket onto a specific route and date opens the Confirm Visit Details modal. Aspire assumes the route based on the drop target, but you can change it if needed.
- In Property view, dropping a ticket onto a date opens the Schedule Visit modal. The property is assumed, and you’ll assign a route, supporting more flexible, cross-route scheduling.
Both modals collect the same visit details: date, time, duration, crew route, and visit type. Aspire also checks whether the selected route meets any property-level availability, certification, or skill requirements, and displays warnings if needed.
The following is a comparison of the fields in the two models:
Field | Description |
---|---|
Route Manager | Select the manager responsible for the route. |
Route | Required. Select the crew that will perform the work. In Property view, this must be selected manually. If the service requires specific certifications or skills, a hazard icon displays next to any route that’s missing the required qualifications. You can use the Filter by required skills and certifications checkbox to limit the list to valid options. The route picker also displays the certifications and skills for quick reference. For more information, see Certifications and Skills. |
Visit Start Date | When the visit will begin. Defaults to the date where the ticket was dropped. If property availability has been configured for the property associated with the work ticket, Aspire checks each scheduled visit against that availability during recurring scheduling. When you select time- or date-based routes, such as in the Days Between, Weekly, or Monthly views, any visits that fall outside the property's available window display a hazard icon. The visit modal also includes specific availability details, allowing you to adjust scheduling before saving. |
Visit End Date | Applicable only to time-based routes. When the visit will end. Must be after the start time. |
Route Size | Optional. Indicates how many crew members are expected to work the visit, based on the route’s setup. |
Hours/Day | Estimated labor hours scheduled per day. |
When warnings display, hover over the icon to see if the route lacks required certifications, skills, or violates property availability constraints. For more information, see Certification and Skills and Property Availability.
Click Save to schedule the visit. The visit tile displays on the row for the chosen date.
Job Service Schedule Screen (recurring Schedule)
The Job Service Schedule screen allows you to schedule work tickets based on a recurring schedule. Work tickets for a given opportunity are scheduled at regular intervals rather than individually scheduled for each visit. See recurring Schedules for general background.
The Job Service Schedule screen is displayed when you select Edit Recurring Schedule from the More drop-down menu of the tile on the Schedule Board screen.
Days Between View
There are three possible layouts for the bottom portion of the Job Service Schedule screen, depending on the recurring Type you select. The view shown above is the Days Between view. The other two views are Weekly and Monthly.
Common Fields
Screen Element | Description |
---|---|
Route | Specifies which route the visits will be scheduled on when the scheduler runs. If you open the Job Service Schedule screen by selecting a tile on the Schedule Board, the Route field defaults to the route associated with that tile. If you open the screen from the menu option on a work ticket, the route defaults to the first one in the list. Be sure to select the correct route for the visit. If the service requires specific certifications or skills, a hazard icon appears next to any route that’s missing the required qualifications. You can use the Filter by required skills and certifications checkbox to limit the list to valid options. The route picker also displays the certifications and skills for quick reference. For more information, see Certifications and Skills. If property availability has been configured for the property associated with the work ticket, Aspire checks each scheduled visit against that availability during recurring scheduling. When you select time- or date-based routes, such as in the Days Between, Weekly, or Monthly views, any visits that fall outside the property's available window display a hazard icon. The visit modal also includes specific availability details, allowing you to adjust scheduling before saving. |
Sequence | This field allows you to specify the sequence number assigned to all visits scheduled by the scheduler. When you display the Job Service Schedule screen from a tile on the Schedule Board, the Sequence field defaults based on the sequence number of the tile you selected. |
recurring Type | The recurring type field allows you to choose one of three general scheduling options: Days Between, Monthly, or Weekly. Choosing this selection determines the layout of the rest of the screen, providing the configuration options that are appropriate to the choice. The Days Between option should be selected any time you want a schedule with more than one visit per week. (See Types of recurring Schedules) The first time you establish a recurring schedule for an opportunity service, this field defaults based on the service schedule of the associated service. If you edit an existing schedule, the field defaults to the previously established schedule. |
View Job Service Schedule Visits![]() | Aspire allows you to create recurring schedules with multiple visits for each work ticket occurrence. Clicking this icon displays the Job Service Schedule Visit screen that allows you to establish and configure the visits associated with each work ticket. Note that if you define more than one visit per work ticket, the Job Service Schedule Visits screen defines the schedule for the first visit of each work ticket occurrence. The other visits for each work ticket are scheduled relative to the first. If you establish more than one visit per work ticket, the Work Ticket Visits screen which displays the full year calendar schedule only shows the first visit of each work ticket, the others are not displayed. All scheduled visits will appear on the Schedule Board screen. |
Cancel | Allows you to return the Schedule Board screen without generating the recurring schedule. |
Save | Saves the specified parameters and displays the Save Schedule and Reschedule/Generate Visits screen before calculating the recurring schedule. |
Days Between View (shown above)
For screen elements described in the following table, the default configuration displayed when the screen comes up the first time you establish a recurring schedule for an opportunity service is based on the service schedule, provided one has been defined.
If you edit an existing schedule, the values default to the previously established schedule.
Screen Element | Description |
---|---|
Days Between | This allows you to specify the number of days from one visit to the next if no days are excluded under Day of Week. |
Day of Week | Allows you to specify which days of the week can have visits scheduled. Note that you can select multiple weekdays from this view. |
Week of Month | Allows you to specify which weeks in each month may have visits scheduled. You can select multiple weeks. |
Month of Year | Allows you to specify which months of the year may have visits scheduled. You can select multiple months. The Selected tab shows the months you allow Aspire to schedule visits. The Default tab provides a read-only reference showing the chosen months on the service schedule. |
Weekly View
This view allows you to specify schedules that occur exactly once per week.
For screen elements described in the table below, the default configuration displayed when the screen comes up the first time that you establish a recurring schedule for an opportunity service is based on the service schedule, provided one has been defined.
If you are editing an existing schedule, the values default to the previously established schedule.
Screen Element | Description |
---|---|
Day of Week | Allows you to specify one day of the week on which each visit (the first visit of each work ticket if you have defined multiple visits per work ticket) will be scheduled. Note that you can select multiple weekdays from this view. |
Week of Month | Allows you to specify which weeks in each month may have visits scheduled. You can select multiple weeks. |
Month of Year | Allows you to specify which months of the year may have visits scheduled. You can select multiple months. The selected tab shows the months you allow Aspire to schedule visits. The Default tab provides a read-only reference showing the chosen months on the service schedule. |
Monthly View
This view allows you to specify schedules that occur exactly once per month.
For screen elements described in the following table, the default configuration displayed when the screen comes up the first time you establish a recurring schedule for an opportunity service is based on the service schedule, provided one has been defined.
If you edit an existing schedule, the values default to the previously established schedule.
You can choose whether visits should be scheduled for a specific numeric date in each month or on a specific weekday of each month. These options allow you to skip months. In this drop-down menu, the Month of Year selection area becomes available if you choose Selected rather than a month frequency number.
The following table describes each of these options.
Screen Element | Description |
---|---|
Date of Month | Allows you to specify a specific date of each month on which the visit should be scheduled. (i.e., 1st day of the month, 2nd day of the month, etc.) |
Week Day of Month | Allows you to specify the weekday of each month on which a visit should be scheduled. |
Month of Year | These controls are only displayed if the selected frequency drop-down specifies a value of Selected. You can select multiple months. The selected tab shows the months you allow Aspire to schedule visits. The Default tab provides a read-only reference showing the chosen months on the service schedule. |
Save Schedule and Reschedule/Generate Visits Screen
After you specify the basic schedule on the Job Service Schedule screen and click Save, Aspire displays the Save Schedule and Reschedule/Generate Visits screen, allowing you to specify further parameters to define the recurring schedule.
The following table explains the controls on this screen:
Screen Element | Description |
---|---|
Date to begin update | The Date to Begin update field always defaults to the current date. You can update it to specify when the Aspire scheduler should begin calculating scheduled visits. It is essential to consider the day the system should start scheduling carefully because a visit is not necessarily placed on the date chosen in this field. For example, if the date selected falls on a Monday and the schedule you created starts on the first Wednesday of the month, then the first visit scheduled by the system will be the following Wednesday because it falls within the designated criteria you set as the first Wednesday of the Month. |
Start on Occurrence | Specify the work ticket occurrence number at which scheduling should begin. If you are initially establishing the recurring schedule for a service, you will commonly start with occurrence 1. If you are modifying an existing recurring calendar (i.e., visits have been occurring every Tuesday, but in the future, the customer wants you to start coming on Wednesday), then you will specify the occurrence number of the first work ticket for which the schedule should change – all visits scheduled before that point in time will remain unchanged. |
View Schedule | Specifies whether Aspire should display the Work Ticket Visits screen that depicts the schedule Aspire generated based on the selections once scheduling is complete. The Work Ticket Visits screen allows you to adjust the schedule if, for example, you know that on a specific week, you want the visit to occur on a Thursday instead of a Wednesday that you specified in the parameters. Displaying the schedule also provides an excellent way to validate the schedule visually. |
Cancel | Allows you to return the Job Service Schedule screen to make necessary adjustments before completing the recurring schedule. |
Save | Save specified parameters and initiate the calculation of the recurring schedule. Important: Do not close the modal while processing. If you close it, you’ll need to restart the process. |