An empty schedule can have several causes. Go to Options > Request report and take a look at the application check in the portatour® Report. This provides valuable information on data quality and scheduling parameters (see Application check).
The following are possible reasons and tips for checking:
CAUSE:
Warning when calculating the schedule
SOLUTION:
Above the schedule, click on warnings. Read the warning message (see also Scheduling Warnings and Solutions).
CAUSE:
The planning mode is set to Reservations & appointments only. However, there are not any reservations nor appointments.
SOLUTION:
In the Schedule, go to Scheduling parameters (see Scheduling parameters). Set the planning mode to Complete.
CAUSE:
None of your customers is due for a call.
SOLUTION:
Go to Customers > Map. If all customers are green or gray, no customer is due:
- All customers were called recently in relation to the call interval. Set a shorter standard call interval under Options > Scheduling parameters (see Scheduling parameters of customers or Edit scheduling parameters).
- Under Options > Scheduling parameters, Follow-up calls due after is set to 100% (see Scheduling parameters of customers). The default value is 70%.
- Under Options > Scheduling parameters the default value forCall interval or initial call within is set to None (see Scheduling parameters of customers). Set a default value for the call interval.
- The activation date is in the future (see Edit activation date).
CAUSE:
All your customers are set to manual planning.
SOLUTION:
Go to Options > Scheduling parameters and check whether Schedule calls has been set to Automatically (see Scheduling parameters of customers).
CAUSE:
No customers in portatour®
SOLUTION:
In the main menu bar, click on Customers to go to the customer list (see Customer list). Import your customer data (see Start customer import).
CAUSE:
Your home location is geo-coded incorrectly so that your customers are too far away to be reached within the time available.
SOLUTION:
Go to Options > Home location to edit your home location (see Home location), or to Options > Overnight stay to edit the overnight stay settings (see Overnight stay).
CAUSE:
No or very limited business hours are set for your customers.
SOLUTION:
Go to Options > Business hours to check this (see Business hours of customers). Alternatively, open a few customers at random to check their individual business hours (see Business hours).
CAUSE:
You have not set your working hours or they are very limited.
SOLUTION:
Go to Options > Working hours to change this (see Working hours).
CAUSE:
Many customers have entered a call block or a vacation.
SOLUTION:
Open a few customers randomly or perform an extended search after customers with call block or vacation (see Call blocks and Extended customer search).
CAUSE:
Scheduling took place shortly before the end of your working hours.
SOLUTION:
Thus, for the current day, it is no longer possible to complete at least one more customer call including travel time and returning to the home location prior to the end of the working hours.
We offer various workshops and trainings so that we can jointly explore the causes in your case and to avoid such pitfalls in the future. Details can be found at Our services.