Scheduling Profiles
Requires. Administration Page; Scheduling Profiles with Modify for changes.
Scheduling profiles are configuration presets that tell the SecurityTrax auto-scheduler how to place appointments — which techs are eligible, which time slots are valid, how much buffer to leave between jobs, and how to handle overflow. A profile is attached to a location, a work-order type, or a customer category; when the scheduler runs, it picks the best-matching profile and follows its rules.
Getting here
Scheduling profiles are not edited from this page today. Use this page as background when reviewing scheduler behavior from Tech Schedule Assignment Runs.
Scheduling Profile edit form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | Unique | Label used in admin UIs. |
| Locations | Multi-select | — | — | Locations this profile applies at. |
| Work-order types | Multi-select | — | — | Types this profile applies to. Leave empty for all types. |
| Working hours | Time range per weekday | End after start | — | The window the scheduler considers valid slots in. |
| Minimum travel buffer | Number (minutes) | ≥ 0 | — | How long the scheduler assumes between two back-to-back jobs. |
| Maximum daily jobs per tech | Number | ≥ 0 | — | Cap the workload regardless of duration. |
| Territory rules | Advanced | — | — | A set of rules that narrow the candidate techs based on customer ZIP, distance, or skills. |
Heads up. Scheduling profiles are powerful and complex. A misconfigured profile can block appointments from being scheduled at all. Test changes by scheduling a dummy appointment before rolling a new profile out widely.
Related
- Tech Schedule Assignment Runs — the log of scheduler runs so you can debug assignments.
- Work Order Types — types that a profile can target.
- Calendar — where the scheduled appointments show up.