Schedule

• Week view group by crews or individuals option

• View Salesman on the schedule to manage tasks

• View technicians that are not on a crew, or toggle to individual mode to break apart crews on the view

Scheduling & Job attribution

• Customize what technicians are assigned to a visit while not affecting crew assignments at all. This will help with reliability of which technicians did what jobs

• No more job assigned to field. This was removed because it lives on the visit level, modify a visit to change who is attributed the job. It won’t mess up crew assignments anymore

Crew Updates

• Rearrange the order of crews in schedule settings

• Change visibility of crews on salesman so they can only view certain crews you allow them to ( on the new user settings page)

• Technicians do not need to be on a crew anymore, you can schedule them all by themself. While crews remain helpful if you want mutliple technicians to work together regularly

• Crew-managed availability option: A crew typically joins together availability of all of it’s technicians to show what is available on the schedule. Now if you want you can set it at the crew level. Most helpful for companies who want to strictly manage certain time blocks that can be scheduled on. You can even have an empty crew with availability and then manually assign whoever you need to.

User Settings

• Added a user settings page for admins to manage all the details of a user in one place. Go to team settings and click on a user’s row or the button on the end

Other Updates

• Unassigned sold by service plan filter

• Job Completed messaging automation

• Customize manual payment method options in settings → customization

• Mobile: Global add and search button on home page

Keep in touch!

If you’re curious about Rotor or would like to learn more, we’d love to meet you!   We feel super blessed to work alongside such a great industry and love helping our companies succeed.  

👉 BOOK TIME WITH A CO-FOUNDER:  https://calendly.com/noah-getrotor/30min

Follow the journey on Instagram @get_rotor

Have feedback on any of these? We want to hear it. Reach out through the Discord community, the in-app chat, or email us at support@getrotor.com.