Booked jobs overlap

Settings › Sales & orders › Booked jobs overlap sets how long two booked or reserved jobs may overlap on the same truck. A job that would overlap more than this is refused. How the check works on the board and in the order window is in Booked jobs overlap rules.

Before you start

Anyone who can open Settings can change this page. Each move type has its own answer (one row per move type). Never set means None.

Set it

1. Open Settings › Sales & orders › Booked jobs overlap.
2. For each move type, choose None, 30 min, 1 h, 1.5 h, 2 h or 3 h.
3. Press Save.

When a job is booked on a truck

The card When a job is booked on a truck has one switch: Move can book online leads to the next free truck. It is saved the moment you flip it, for this branch only.

When a job is booked or reserved on a truck, the other jobs on that truck at the same time lose it. With the switch on, a lead in Can book online that loses its truck this way moves to the next truck that is free that day:

• Next means the trucks in the order you set in Settings › Trucks, starting after the truck it lost.
• Free means what the truck schedule counts as available (How we count an available truck): no other booked or reserved job or blocked time at the lead's time, with the time you keep between jobs.
• The lead stays Can book online, so the customer can still book it with the link they have, now on the new truck.
• Its log says, for example, Moved to truck "3) 26 Ft. Truck" because truck "1) 20 Ft. Truck" was booked for order 217600.

If no truck is free (or the lead lost two trucks and only one is free), it goes back to New leads without a truck. Leads in other statuses always do. With the switch off, every lead that loses its truck goes back to New leads.

Where else it counts

The same allowance applies when a customer changes their own move and Expiration rules is set to Let them keep booking when their truck is still free: the changed job may run this far into another job on its truck and still stay bookable.

Example

With 1 h on Residential, a booked job 8 AM–12 PM and another booked job starting at 11 AM on the same truck is allowed (one hour shared). A job starting at 10:30 AM would share 1.5 hours and is refused.

If something goes wrong

If the save is refused, a red bar at the top says why.