The Team Member Scheduling Bias was created to allow you to "favor" one team member over others without having to modify their Service Area priorities. The scheduling bias will be used in the case where there is a "tie" between two team members who have matching Service Areas priorities and are equal distance from the property.


The Scheduling Bias number can be either a positive number (to favor the Team Member) or a negative number (to be against the Team Member)

  • Positive Number Use Case: You have a Team Member that has been with you for a long time and you want to make sure that Team Member's schedule is full before assigning orders to other Team Members. You could could set this Team Member's bias to 100 to ensure the order is always assigned to them, if possible, before anyone else.
  • Negative Number Use Case: You have a Team Member who is brand new and still training so you don't want them getting many jobs while in their training period.  You could set this Team Member's bias to -100 to have the order go to any other Team Member before getting assigned to this Team Member who is still in training.


To effectively use the Team Member Scheduling Bias feature, you must be:

  • Using the Calculated Drive Time feature
  • Using either of the following Team Member Selection settings: 
    • Don't Show Team Member / Auto-Choose
    • Option for First Available


Check out the steps below on how to use the Scheduling Bias feature!


How to set up a team member scheduling bias


Click the steps below for a detailed walk-through:


    Step 1: Click the Business tab

    Step 2: Scroll to Team Members section

    Step 3: Click the Team Member

    Step 4: Click the Advanced Options tab

    Step 5: Scroll to Scheduling Bias field

    Step 6: Enter Scheduling Bias value

    Step 7: Click 'Save Updates'




Step-by-step:


Step 1: Click the Business tab at the top of the page.



Step 2: Scroll down to the Team Members section of the Business Summary page.


Step 3: Click the Team Member that you would like to add a Scheduling Bias to.


Step 4: On the left-hand side of the page, click the Advanced Options tab.


Step 5: In the Account Advanced Options section, there is now a 'Scheduling Bias' field.



Step 6: In the 'Scheduling Bias' field, enter in the value that you would like to assign for this Team Member's bias.  Note: this value can be either a positive number (to favor the Team Member) or a negative number (to be against the Team Member).



Step 7: Scroll to the bottom of the page and click 'Save Updates'.  In the event of a tie, the system will now favor or disfavor the Team Member based on their Scheduling Bias value.   Note: if the client specifically chooses a particular Team Member when ordering, the Scheduling Bias is not taken into account.


You can see assigned Scheduling Bias's at-a-glance on the Business Summary page.  When a Scheduling Bias is assigned, an icon with the bias value will be displayed next to the Team Member's name.


For any additional questions, our Support team is ready to help you!

Phone/Text: 509-515-3338

Email: [email protected]