Seasonal Schedules

Beta feature
Note: this is a beta feature that is currently only enabled for certain customers. If you would like to try seasonal schedules, please contact support@sortscape.com

The lawn and garden maintenance business is highly seasonal. Having the same visit frequency throughout the entire year doesn’t always work because you typically visit customers more frequently in the warmer months and less frequently in the cooler months. To allow for different repeating frequencies throughout the year, SortScape has the concept of “seasonal schedules”.

Within a seasonal schedule, you can specify the repeat frequency for each season within the year. For example, you might visit seasonal customers once every 3 weeks during the spring and once every two weeks in the summer as shown below. That can be specified in a seasonal schedule.

Specifying a seasonal schedule on a visit

When adding or editing a repeating visit, you can specify a seasonal schedule in the “repeats” dropdown. When you save the visit, SortScape will then apply the correct repeat frequency to the visit based on:

  1. The season currently specified for your SortScape site and
  2. The repeat frequency that the seasonal schedule specifies for the current season.

When you change the season for your SortScape site, it will then change the repeat frequency for that SortScape visit to be the frequency specified for that season.

You can specify a seasonal schedule in the “repeats” dropdown

EXAMPLE – If the seasonal schedule selected specifies that the repeat frequency should be every 2 weeks during the summer and the season for your SortScape site is currently set to “summer”, then the visit you create will repeat every 2 weeks. When you change the season for your SortScape site to “Autumn” then the repeat frequency for that visit will change from every 2 weeks to whatever repeat frequence is specified for Autumn in the seasonal schedule.  

Adding and editing seasonal schedules

To add or edit a seasonal schedule, go to the visit settings screen and scroll down to the Seasonal schedule settings section. Your SortScape site comes with a default seasonal schedule which you can edit. If all of your seasonal customers follow the same seasonal schedule (e.g. you might visit all of them once every 2 weeks in the summer and once every 4 weeks in the winter) then you should only need one seasonal schedule. If your customers have different seasonal schedules (e.g. some are every 2 weeks in the summer / 4 weeks in the winter and others are every 3 weeks in the summer / 5 weeks in the winter) then you will need 2 seasonal schedules.

You can specify the repeat frequency for each season

Changing the season

When you change the season for your SortScape site, it will update the repeat frequency for all visits with a seasonal schedule to be the repeat frequency specified for the new season in your seasonal schedule. For example, if the seasonal schedule specifies “every 2 weeks” in the Summer and “every 3 weeks” in the autumn, then changing your SortScape site’s season from Summer to Autumn will update the repeat frequency for all visits with that seasonal schedule from 2-weeks to 3-weeks.

You can change seasons at any time.

To update the season for your SortScape site, go to the visit settings screen, scroll down to the Seasonal schedule settings section, and change the season in the dropdown box.