Team Scheduling

Stop planning the week in aspreadsheet

Canopy pulls every overdue and upcoming task into a single queue. Drag a job onto a technician's week, set the time, and it's written straight into Autotask as a scheduled service call — no double entry, no spreadsheets.

canopyhq.co.uk/dashboard/projects/scheduler
Task queueSam Reilly
Acme Ltd
Exchange 2019 migration
Overdue · 2h
Bright Law
Firewall swap
Due Fri · 1.5h
Harlow Co
New laptop build
Due Mon · 1h
Sam ReillyThis week
Mon
Tue
Wed
Thu
Fri
10:30
✅ Service call created in Autotasksynced
🔗 Linked to “Exchange 2019 migration”done
↩️ One-click undo — synced both waysready

Plan the week, and Autotask stays in lockstep

Every drag becomes a scheduled service call in Autotask, linked to the task and reversible in a click — so the plan in Canopy and the schedule in your PSA never drift apart.

Overdue work, surfaced first

The queue pulls each technician's outstanding tasks — overdue at the top, then by due date — so dispatch always plans the most urgent work first. Unassigned tasks get their own queue too.

Drag onto the week, written to Autotask

Drop a task on a calendar slot, set the start time and duration, and Canopy creates the matching service call in Autotask — assigning or reassigning the technician in the same step.

A clear week for every technician

See each technician's calendar a week at a time so you can balance the load and spot the gaps. Made a mistake? One click unschedules it — and removes it from Autotask too.

  • Overdue tasks surfaced first
  • Assign or reassign in the same drag
  • Creates a real Autotask service call
  • One-click undo, synced both ways
Canopy

Turn a pile of overdue work into a planned week

Canopy pulls every overdue and upcoming task into a single queue. Drag a job onto a technician's week, set the time, and it's written straight into Autotask as a scheduled service call — no double entry, no spreadsheets.