Beta: AssignIQ
in progress
Adam Smith
We’re excited to introduce
AssignIQ
, a new intelligent scheduling and routing tool
designed to streamline visit assignments while considering sitter history, availability, location, workload, blocked sitters, and more
. Instead of manually assigning visits one sitter at a time, AssignIQ evaluates multiple scheduling factors at once
to determine the most efficient assignments and visit sequences
.Developed using
advanced scheduling logic
, AssignIQ creates optimized schedules quickly and efficiently
, balancing sitter workloads and minimizing travel time. You still have full control to review, adjust, and finalize assignments, ensuring flexibility while reducing manual effort. Whether you're assigning a single visit or hundreds across multiple days
, AssignIQ simplifies the process, making scheduling smarter and more efficient.How to Use AssignIQ
- You can setup scheduling preferences for sitters (such as if they provide cat or dog-only care, don’t do overnights, or should never be scheduled) under AssignIQ Behaviorwhen you edit accounts on theAdministrative > Userspage.
- Select Visits to Assign– Choose one or more unassigned visits in the scheduler, click theAssignbutton, and then selectAssignIQ. If you don’t want to use AssignIQ for any reason, just select “Direct Assign” (which will be split up into “Groups” or “Individuals” if you use User Groups) to be able to assign manually.
- Review Assignments– AssignIQ will generateoptimized sitter assignments, considering availability, existing schedules, and travel efficiency.
- Make Adjustments– Choose “No” to remove a sitter from a specific visit and then you can choose from the regular sitter list or “Let AssignIQ Select” to re-run that visit through AssignIQ. If you choose “Yes” for a particular visit you have the option to “Set as Primary/Secondary Sitter”. ClickRe-Run AssignIQto generate new assignments based on changes.
- Finalize Assignments– Once you’re satisfied with the schedule, clickFinalize Assignmentsto confirm the selections and notify sitters. Each sitter will receive a single email as if you had assigned the visits to them normally.
- Set Pet Sitter Preferences– Click thePreferencesbutton to open the panel and adjust how much weight AssignIQ gives yourPrimary,Secondary,RecentandNearestsitters on a "None → Max" scale.
- Use for Routing Only– If you run AssignIQ on visits that are already assigned, you’ll see an option for "Use for Routing Only (no re-assignments)". Selecting this ensures that sitters remain assigned to their original visits, and AssignIQ will only optimize the visit order for better efficiency. When you Re-Run AssignIQ, it will adjust only the routing and sequencing while keeping the same sitters. When you Finalize for Routing Only, sitters will not be notified—only the visit times will be updated to reflect the optimized schedule.
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Shannon Centola
NVM about my last comment
J
Jakob Senneville
Adam SmithThis is so exciting!!!!!!! Would we be able to beta this?
Shannon Centola
Adam, Is there away for assign IQ intelligence to look at the scheduling preferences and apply it to the closest sitter in a clients profile? For example, if it is a dog client not show the closest sitter who only does cats.
Adam Smith
Shannon Centola Yes, that was introduced a while ago. I updated the description at the time (it's the first bullet under how to use). Still not sure the best way to communicate updates to features which don't coincide with status updates.
Kim Plache
When is this suppose to be launching? I'll be excited to implement it.
Adam Smith
Kim Plache: This is still relatively early in testing and the public release is TBD
Jacob Venter
Adam, wow! I am speechless. You guys are always one step ahead. Well done.
J
Julie Gonzalez
This is going to be amazing. As scheduling and routing to find the most efficient way is a nightmare for us right now.
Brenton Dickerson
AssignIQ will sometimes try to assign visit to "Unassigned"
Adam Smith
Brenton Dickerson: That will always be a fallback possibility, but should be rare. There was a round of updates to AssignIQ yesterday and when I run these visits now it is finding sitter suggestions.
T
Teferi Dejene
what is the best way of using AssignIQ if I already know the sitter or groomer that I want to assign the visits for a specific Time Block I have of say 8am - 12noon and have 3 visits in that window but want AssignIQ to optimize the route and tell me which visit to go 1st, 2nd etc.. . or for grooming specially if I have 5 grooms per day that I already know the groomer to assign but want a driving route order that is optimized and what is the best way to use assign IQ to provide that.
Adam Smith
in progress
Kristin Skelton
OhMyYes!!! My manager is very artful with schedules and we would love to test this.
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