Recurring property visits,planned around the route.

Schedule cleaning, pest and property-care visits by service frequency, crew skills and site access. Plan travel between appointments and record each visit on Mobile.

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Pest control technician inspecting skirting board by torchlight

Trusted by teams that keep essential work moving.

//Who it's for

The service route, shared by the office and crew.

Weather, an absence or an urgent extra stop can change crew capacity and customer plans. Managers need account-level progress, dispatchers need route options and crews need the instructions for each property. Skedulo connects those views through the visit record.

Grounds team lead photographing finished job while crew loads fleet trailer

Runs the operation

Service manager

Review completed visits, exceptions and outstanding service by account.

With Skedulo

Review completed visits, exceptions, and follow-up by account.

Explore operations leadership

Plans the work

Dispatcher

Compare affected visits with available crews, travel and appointment windows when the day changes.

With Skedulo

See affected stops alongside available crews, travel time, and appointment windows.

Explore scheduling and dispatch

Residential cleaner wiping a kitchen counter

Does the work

Cleaning technician

Check site notes and service instructions on Mobile, then record completed tasks and findings.

With Skedulo

Open site notes and instructions on your phone, then complete forms on site.

Explore frontline work

//How it runs

From recurring plan to recorded visit.

//Tempo

Work through route changes with Tempo.

Ask Tempo about recurring visits, review route changes and prepare crew assignments. Available records and actions depend on your setup.

Meet Tempo

Aurora route, Marco SalazarWed 20

Aurora pest route has no technician today

Automation : Unavailability from the mobile app

CreatedWed 20 Aug, 6:48 AM 1h 12mto the first treatment

Assigned to

You

ContextPreparing contextUpdated just now

WorkingStep 1 of 3Step 2 of 3Step 3 of 3

CompleteDone just now

Seed prompt · from the issue

Marco Salazarresource called in sick at 6:46 AM, and his Aurora route starts at 8:00 AM.
The route has 8 quarterly Home Shield treatments. Sam Ortizcontact moved theirs to today.
Every treatment needs a licensed technician, and each customer was promised a morning or afternoon window.

ThinkingChecking who works near Aurora today

Thought for 3s

Eight treatments need a licensed technician today. Let me find nearby routes that can take them without crossing town.

Gathering context

Context generated· 3 sources

Reading the sick call6:46 AMChecking nearby routes2 with roomReading Marco's route8 treatments

Steph and Declan run the routes either side of Marco's and have room. Split by street, each run stays tight.

How to cover the Aurora route

treatments done today

A Move all 8 to tomorrowStill inside the quarter · every customer rebooks 0 of 8

B Give it all to Rachel InnesHer own route runs full until 3:00 PM 3 of 8

C Split it between Steph and DeclanKeeps stops togetherNorth half to Steph, south half to Declan 8 of 8

Recommended planHigh confidence

Split Marco's route between Steph and Declan

What happens

1Give Steph the 4 northern stopsfrom 8:00 AM

2Give Declan the 4 southern stopsSam Ortiz first, at 8:30 AM

3Text the 8 customerstheir technician and window

Edit planStart plan Started at 6:51 AM

Assigning 4 treatments to Steph

Steph has the northern stops· from 8:00 AM

Assigning 4 treatments to Declan

Declan has the southern stops· Sam Ortiz at 8:30 AM

Writing to the customers

Texted 8 customers· their new technician

Tempo → Sam OrtizContact · Text6:53 AM

Hi Sam, Declan Moore from Fenwick will do your Home Shield treatment today in place of Marco. He'll be there about 8:30 AM.

Waiting for Sam

Sam OrtizContact → Tempo · Text6:58 AM

Thanks for letting me know. The side gate is unlocked.

All 8 treatments are covered today: Steph has the northern stops and Declan the southern ones. Every customer knows who's coming.

Ask a follow-up…Working on the plan…Ask a follow-up…

Ask

Context Comms123

Aurora route evidence

Task · aurora-route-wed20

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 6:51 AM

Cover the Aurora route today

Give Steph the 4 northern stopsAssigningDone

Give Declan the 4 southern stopsAssigningDone

Text the 8 customersWritingDone

Called in sick

i

6:46 AMCovered

Aurora route · Fenwick Pest Control

Marco Salazarresource is off sick today

His route: 8 quarterly treatments from 8:00 AM.

Routes next to Aurora

i

East

56%of today's capacity

Room for 8 treatments

Steph Muir4h / 8h

Declan Moore5h / 8h

ContextComms

New issue

Aurora pest route has no technician today

Sick call · Marco Salazar · just now

//The Toolkit

Tools for recurring property visits.

Route density planning

Group nearby recurring stops by territory, assigned crew, service frequency, and available travel time between stops.

Route adjustments

Review affected stops, available crews, travel, and appointment windows when reported weather or absences change the plan.

Mobile visit instructions

Crews can access site notes, task lists and treatment or service instructions for each visit on Mobile.

Configured service updates

Configure appointment, delay, and completion messages for customers or account contacts.

Account-level visibility

Review completed visits, exceptions, and follow-up by account.

AWP Safety traffic controller holding a stop paddle at a coned work zone

AWP improved scheduling and dispatch efficiency 86% for a screened field team.

86%

more efficient scheduling and dispatch

“We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders.”

Jarrod Wachter

Vice President Field Operations, AWP

Read Story

Before

Paper-based scheduling meant job confirmations could take more than six hours.
Five acquisitions in two years meant the manual process scaled with every new office.

With Skedulo

Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time.
Schedulers see who's working, who's en route, and what's complete at any point in the day.

Outcome

86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time.
A process that used to take seven people now runs with one.

//Frequently Asked Questions

Yes. When weather or an absence changes the plan, managers see the affected visits alongside available crews, travel time and customer appointment windows. They can move the stops that must move and keep the rest of the route intact, and updated instructions reach crews on mobile.

Yes. Route Optimization plans route assignments and stop order using travel estimates and historical traffic patterns. Planning around territory, service frequency and crew capacity keeps nearby stops together, which cuts drive time between visits.

Yes. A recurring schedule can repeat daily, weekly, monthly or yearly, on chosen days of the week, with dates excluded where needed. One series can hold up to 365 visits, so a year of weekly or monthly service can be set up in one step.

Yes. Crews get site notes, task lists and the treatment or service instructions for each stop in the mobile app. They update status and complete forms on site, and those records stay with the visit.

Review completion records, exceptions, and follow-up by account. Skedulo Analytics can support periodic reporting; custom dashboards depend on your license and configuration. Use the schedule for current dispatch decisions.

Yes. Each visit in a recurring schedule is its own work item, so a scheduler can allocate a covering crew to just that date while the other visits in the series stay as they are. The covering crew gets the same site notes, treatment instructions and task list on mobile.

//Keep Exploring

Explore related products, home service segments, and use cases.

Products

Home Services

Use Cases

Bring a recurring route to the demo.

Explore crew allocation, travel and individual visit changes using a recurring service route your team manages.

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