How do I use Find a time to schedule a job?

Find a time suggests the earliest time a job can happen, so you don't have to cross-check calendars yourself. You'll find it on the Jobs page — it's the first item on an unscheduled job's row menu.

Steps

1. Go to the Jobs page. Unscheduled work sits in the Unscheduled section of the Today tab, or filter the All jobs table to Unscheduled.
2. Open the job's three-dot row menu and choose Find a time.
3. Sophiie suggests the earliest time the job can happen — the dialog reads "Sophiie suggested [day and time]. Happy with this?" The suggestion comes from your team's working hours, time off and service areas, the service's duration, existing jobs, any closures or changed hours you've set for particular dates, and any connected Google or Outlook calendars.
4. Accept the suggested time or pick a different one, then click Schedule. Sophiie assigns an available team member for you. If you choose your own time, she warns you that she hasn't re-checked whether the crew is free then. Scheduling books the job — the customer isn't told until you send them a message.

Common Questions

Why is a team member not showing as available?

Their working hours aren't set, they have time off logged, or the job falls outside their service area. All three are set per team member — see "How do I set a team member's hours, service area and time off?".

Why am I getting no suggestions at all?

Most often the job has no Service on it yet — Sophiie needs one before she can suggest a time. Otherwise check that your business hours are set, that an active team member is assigned to that service, and that the job's address falls inside someone's service area. If nothing is free, Sophiie says "No available time in the next 90 days."

Is this the same as Sophiie booking jobs during calls?

Find a time is the manual version — you pick from the suggestions. When Sophiie books during a call she uses the same availability information and picks the assignee herself, following your assignment rule (Priority order, Round robin or Least busy) — see "How does Sophiie choose which team member gets a job?" and "How do bookings work in Sophiie?".

Sophiie suggested a time I'm actually busy — why?

Most often the clash only exists in Google or Outlook and that calendar isn't connected, so Sophiie can't see it. Connect yours at Settings → Account → Calendar, or a team member's via Settings → Job bookings → Calendars.

Need More Help?

If Find a time keeps suggesting times that don't work for your team, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.