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Scheduling

Schedules change. Keeping up shouldn't hurt.

Set up weekly, every-other-week and monthly service once. When a client calls, skip, move or add a visit in seconds. Trakro handles holidays and month-ends for you.

Schedule · Week of Nov 23

Mon

Riverside Dental

First Prairie Bank

Tue

Hartley & Cole

Purge · 40 boxes

Wed

Lincoln CPA

Thu

Holiday: closed

Fri

Lincoln CPA (moved)

Oak St Clinic

01

Set it once

Service plans create every future visit on their own, so nothing falls off the whiteboard.

02

Answer the phone fast

Find the client, see their next visits and change one in a single step.

03

No surprises

See what a change does before you save it, like “this cancels 6 future visits.”

What you get

Scheduling, piece by piece.

  • Recurring service plans plus one-time purges
  • Holidays and closures shift visits automatically
  • Pause a plan and pick it back up later
  • See the effect before you save

Scheduling

  • Weekly, every 2, 3 or 4 weeks, monthly by date or by weekday (2nd Tuesday, last Friday), quarterly or on-call
  • When a client calls: find them, see their next visits and change one in a single step
  • Company holidays shift visits to the next or previous business day, or skip them

Questions

Owners also ask

More in the FAQ.

How long does setup take?

You can create your company, add trucks and holidays, and start scheduling the same day. Import your spreadsheets in minutes, or start with sample data and build a practice route first.

We're on paper (or old software). How hard is it to switch?

Not hard, and you can do it yourself in minutes. Start from one of our ready-made templates, or upload or paste the spreadsheet you already have. Trakro matches your columns automatically, shows a preview, imports the good rows and tells you exactly what to fix in the rest. Every import can be undone.

Put the clipboard down.

Start free today. No card, no contract, no sales call.