Jarvix AI / Booking & Scheduling Settings

Booking & Scheduling Settings

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Booking & Scheduling

Booking & Scheduling Settings

These rules prevent overbooking and make sure scheduling, dispatch, workforce capacity, customer booking forms, and the Smart Calendar all follow the same rules.

Setup StatusNeeds ReviewLast updated: Not saved yet

What this category does

These rules are the scheduling brain of Jarvix. They decide when customers can book, what times are available, how many jobs can be accepted, which ZIP codes are serviceable, how much travel buffer is required, and how the Smart Calendar protects Dispatch and Workforce capacity.

Needs Review

Arrival Windows vs Exact Times

Configure time rules
Full Business Explanation

Arrival Windows vs Exact Times

What this setting controls

This tells Jarvix whether customers and office staff choose arrival windows, exact appointment times, or both. It also controls the Smart Calendar time blocks used across the system.

Why this exists

Cleaning companies usually need arrival windows because job length, drive time, route order, and traffic change throughout the day. Exact times are useful for premium clients, commercial properties, access-restricted buildings, and jobs that require someone to unlock the property.

What happens when you change it

When you change this setting, the customer booking form, office booking form, smart calendar, dispatch board, reminders, customer portal, and AI Operator all change the way they display and validate appointment times. If the setting is wrong, customers can book times your company cannot realistically service.

Jarvix AI recommendation logic

Jarvix should recommend arrival windows when routes are busy or drive time is unpredictable. Jarvix should recommend exact times only when the company has enough dispatch control, reliable arrival performance, and enough staff capacity.

Impacted Jarvix Modules

βœ“ Smart Calendarβœ“ Online Bookingβœ“ Office Bookingβœ“ Booking Command Centerβœ“ Dispatch Command Centerβœ“ Customer Portalβœ“ AI Operatorβœ“ SMS & Email Reminders

Default Arrival Slots

No typing. Use dropdown clock start and end times so the system stays clean and consistent.

Each section saves independently and becomes the source of truth for Booking, Dispatch, Smart Calendar, Workforce and Online Booking.
Needs Review

Daily Capacity Rules

Edit capacity
Full Business Explanation

Daily Capacity Rules

What this setting controls

This controls how many jobs Jarvix allows per day, per team, and per cleaner. It protects the calendar from accepting more work than your operation can complete.

Why this exists

Overbooking causes late arrivals, rushed cleanings, payroll problems, complaints, refunds, bad reviews, and employee burnout. Capacity rules make Jarvix say β€œno more bookings” before the schedule becomes unsafe.

What happens when you change it

Changing capacity immediately affects Online Booking, Office Booking, Smart Calendar availability, Dispatch planning, route workload, and workforce demand. If the number is too high, Jarvix may allow too many jobs. If it is too low, you may lose revenue by closing available days too early.

Jarvix AI recommendation logic

Jarvix should compare booked jobs, service duration, available cleaners, team size, historical job time, drive time, and completion performance to recommend a safer daily capacity.

Impacted Jarvix Modules

βœ“ Online Bookingβœ“ Office Bookingβœ“ Smart Calendarβœ“ Dispatch Command Centerβœ“ Workforce Command Centerβœ“ Route Optimizationβœ“ Business Health Score
Each section saves independently and becomes the source of truth for Booking, Dispatch, Smart Calendar, Workforce and Online Booking.
Needs Review

Service Area & ZIP Rules

Open area rules
Full Business Explanation

Service Area & ZIP Rules

What this setting controls

This controls which cities, ZIP codes, and service areas are available, blocked, surcharged, discounted, or assigned to specific service days.

Why this exists

Not every ZIP code costs the same to service. Some areas require more drive time, tolls, parking, higher labor cost, or special routing. This setting lets the owner protect profit and route quality by area.

What happens when you change it

When this changes, booking availability, price adjustments, Smart Pricing, route planning, dispatch assignment, and customer portal booking rules change. A blocked ZIP should prevent booking. A premium ZIP should automatically apply the correct surcharge or route rule.

Jarvix AI recommendation logic

Jarvix should recommend surcharges or service-day restrictions when an area has high travel time, low profit, high cancellation risk, or repeated late arrivals.

Impacted Jarvix Modules

βœ“ Online Bookingβœ“ Office Bookingβœ“ Smart Pricing Coachβœ“ Dispatch Command Centerβœ“ Route Optimizationβœ“ Customer Portalβœ“ AI Dispatcher

Saved Service Areas

Add as many areas as the company needs. Each area can have its own ZIP codes, service days, blocked/active status, surcharge or discount, and customer-facing blocked ZIP message.

Service Area #1

Primary Service Area

Available Service Days

Service Fee explanation: Use this when a specific route or area requires an extra fixed fee because of distance, tolls, parking, premium route demand, or higher service cost. If Service Fee is Yes, Jarvix requires a dollar amount and applies it when that area or ZIP is used in booking, office booking, online booking, Smart Pricing, and invoices.

Each section saves independently and becomes the source of truth for Booking, Dispatch, Smart Calendar, Workforce and Online Booking.
Needs Review

Booking Buffers & Travel Time

Edit buffers
Full Business Explanation

Booking Buffers & Travel Time

What this setting controls

This adds protected time between jobs so cleaners have realistic time to drive, park, unload supplies, handle delays, and still arrive professionally.

Why this exists

Without travel and job buffers, a calendar can look full and profitable but actually be impossible to operate. Buffers protect on-time arrival, route quality, employee performance, and customer satisfaction.

What happens when you change it

Changing buffers affects how many jobs fit into a day, how the smart calendar calculates openings, how dispatch builds routes, and how online booking displays available time slots. Bigger buffers reduce booking capacity but lower late-arrival risk.

Jarvix AI recommendation logic

Jarvix should recommend larger buffers when routes are spread out, crews are late, jobs are overrunning estimates, or complaints mention arrival time.

Impacted Jarvix Modules

βœ“ Smart Calendarβœ“ Dispatch Command Centerβœ“ Route Optimizationβœ“ Online Bookingβœ“ Office Bookingβœ“ Workforce Command Centerβœ“ Customer Notifications
Each section saves independently and becomes the source of truth for Booking, Dispatch, Smart Calendar, Workforce and Online Booking.
Needs Review

Online Booking Availability

Edit online booking
Full Business Explanation

Online Booking Availability

What this setting controls

This controls which services, days, hours, service areas, and booking windows customers can access online without calling the office.

Why this exists

Online booking must follow the same company rules as office booking. If this is not connected correctly, customers may book unavailable services, wrong days, unsupported ZIP codes, or times your team cannot fulfill.

What happens when you change it

Changing this setting affects the customer-facing booking funnel, customer portal, Smart Calendar availability, service selection, lead conversion, and office workload. More availability can increase sales; too much availability can create operations problems.

Jarvix AI recommendation logic

Jarvix should recommend opening more online availability when capacity is underused and recommend restricting online booking when failed payments, cancellations, route issues, or workforce shortages increase.

Impacted Jarvix Modules

βœ“ Customer Booking Funnelβœ“ Customer Portalβœ“ Smart Calendarβœ“ Booking Command Centerβœ“ Office Bookingβœ“ AI Operatorβœ“ Marketing Funnel
Services Available Online
Online Booking Days
Each section saves independently and becomes the source of truth for Booking, Dispatch, Smart Calendar, Workforce and Online Booking.
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