--- title: "Fill schedule gaps with Appointment Move Up" slug: "fill-schedule-gaps-with-appointment-move-up" updated: 2026-10-26T10:08:50Z published: 2026-10-26T10:08:50Z canonical: "help.servicetitan.com/fill-schedule-gaps-with-appointment-move-up" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Fill schedule gaps with Appointment Move Up ## Overview Appointment Move Up lets dispatchers offer earlier openings without calling customers one at a time. When an earlier slot opens, ServiceTitan texts the customer, and books the earlier time if they accept. There are two ways to start it: automatically with Dispatch Pro, or manually by tagging a job. Manual mode works on any account with Virtual Agent, so Dispatch Pro is not required. --- ### #### Who uses this feature - Administrators and dispatchers - Primarily benefits Residential Service and Replacement business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. To enable it for your account, contact Support or your Customer Success Manager. - Adaptive Capacity must be enabled on your account. Appointment Move Up uses it to find earlier openings that are genuinely available. ## Things to know - The customer is contacted by text message only. - A move-up window controls how soon a job can move earlier. A job never moves to a later time. A *no sooner than* window is a minimum-notice guarantee measured from today. - If no opening is available inside the window, no text is sent. - Each campaign uses one trigger mode. A Dispatch Pro account chooses automatic or manual, not both. - To keep specific jobs from being offered, add your own tags to Tags that block move-up in Dispatch Pro settings. ## Best practices - Keep your Move Up tag list short. Most accounts need only one to three tags. - Start with any earlier availability, then add tag-to-window rules after your team is comfortable. - Tag only jobs you are willing to move earlier, so a customer is never offered a change you cannot honor. - Agree with your team on what each tag means before you apply it on the Dispatch Board. - A gap on the board is capacity you have already paid for. Act on suggestions while there is still time in the day. ## Use cases - A residential HVAC company gets a same-day cancellation. Instead of calling five customers, the dispatcher tags the next few jobs to offer an earlier time today, and ServiceTitan texts each customer. - A plumbing company offers earlier slots, but only two or more days out so the office can plan. The dispatcher applies a tag mapped to a two-day notice window. - A Dispatch Pro account lets the schedule engine find the gaps. The dispatcher clicks **Hold** on a suggestion, and ServiceTitan texts that customer automatically. ## Set up Appointment Move Up There are two ways to trigger Appointment Move Up. Set up the one that matches your account: - **Automatic** builds on Dispatch Pro. The schedule engine finds the gap and raises a suggestion. - **Manual** is a more limited version that works on any account with Virtual Agent. You tag a job to start the outreach. ### Option 1: Set up automatic move-ups with Dispatch Pro > [!NOTE] > **Note:** This mode requires Dispatch Pro. If you do not use Dispatch Pro, skip to Set up manual move-ups with job tags. With Dispatch Pro, Appointment Move Up runs continuously in the background: 1. **Detect:** ServiceTitan scans for schedule gaps every few minutes. The interval is configurable. 2. **Search:** it finds jobs that could fill each gap, based on technician skills, location, job duration, and zone. 3. **Rank:** it sorts candidates by overall fit, so the best option appears first. 4. **Act:** the dispatcher reviews each suggestion and chooses what to do. To set up Automatic move-ups with Dispatch Pro: 1. Confirm Dispatch Pro is enabled on your account. 2. Confirm the *Include drive time in job duration* setting is turned on. 3. Contact Support or your Customer Success Manager to enable Appointment Move Up for your account. 4. Go to the navigation bar and click **Virtual Agents > Workflows**. 5. Open your **Appointment Move Up** campaign, then click **Configure**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fill-schedule-gaps-with-appointment-move-up-image-d0cu1ubf.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A04Z&se=2026-10-31T04%3A46%3A04Z&sr=c&sp=r&sig=Lb1gD9cGy35fT9v4aIqgNencgxdjHGkdT8Q6Px7CsLk%3D) 6. In the *Campaign Details* section, edit the campaign name and select the Virtual Agent for all voice and SMS steps in this campaign. 7. In the *Source* section, click **Dispatch Pro trigger.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fill-schedule-gaps-with-appointment-move-up-image-8olc47zn.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A04Z&se=2026-10-31T04%3A46%3A04Z&sr=c&sp=r&sig=Lb1gD9cGy35fT9v4aIqgNencgxdjHGkdT8Q6Px7CsLk%3D) 8. Go to **Settings > Dispatch Pro > Move Up Assist**. 9. Review the settings on the *Move Up Assist* tab, and adjust them to how your team works: | Setting | Default | Description | | --- | --- | --- | | Include today's unassigned jobs | No | When set to Yes, unassigned jobs are also offered as candidates. When set to No, only jobs already assigned to other technicians are considered. | | Future days to consider | 1 day | How many days ahead to look for jobs that could move up. Higher values widen the candidate pool. Capped by your scheduling lookahead. | | Lock window | 1 minute | The minimum time between now and a suggested start time. Jobs starting sooner are excluded. | | Tags that block move-up | Do Not Reschedule | Jobs with any of these tags are never offered. Add any tags your team uses to mark jobs that should not move. | | Tag to apply on move-up | None | Applied automatically when a job moves up. Useful for reporting and to keep a job from being offered again. | 10. When finished, click **Save**. > [!TIP] > **Tip:** Treat the defaults as starting points, not fixed values. ### Option 2: Set up manual move-ups with job tags > [!NOTE] > **Note:** Use this mode on any account with Virtual Agent. Dispatch Pro is not required. 1. Contact Support or your Customer Success Manager to enable Appointment Move Up for your account. > [!NOTE] > **Note:** Account configuration is required, so this feature must be enabled before you can see it. 2. Go to the navigation bar and click **Virtual Agents > Workflows**. 3. Open your **Appointment Move Up** campaign, then click **Configure**. 4. In the *Campaign Details* section, edit the campaign name and select the Virtual Agent for all voice and SMS steps in this campaign. 5. In the *Source* section, click **Manual Trigger**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fill-schedule-gaps-with-appointment-move-up-image-33jh4nu8.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A04Z&se=2026-10-31T04%3A46%3A04Z&sr=c&sp=r&sig=Lb1gD9cGy35fT9v4aIqgNencgxdjHGkdT8Q6Px7CsLk%3D) 6. Select a job tag from the *Job Tag* dropdown. 7. In the *Rescheduling Window* section, select how earlier times are offered: - Select **Any earlier availability** to offer any opening earlier than the current appointment. - Select **No sooner than** to set a minimum notice, then select the number of days. 8. Click **Add Rescheduling Window** to create another rule, and repeat as needed. 9. When finished, click Save. > [!TIP] > **Tip:** Most teams need only one to three tags. ## Move up a job ### Move up a job automatically with Dispatch Pro > [!NOTE] > **Note:** Available when your account uses the Dispatch Pro trigger. 1. On the Dispatch Board, review a Move Up suggestion for a job that could fill an open slot. 2. Select one of the options: - Click **Hold** to check with the customer first. ServiceTitan texts the customer to confirm the earlier time. - Click **Move Up** to assign the job to the gap right away. - Click **Dismiss** to skip this candidate and see the next one. 3. Watch the status on the suggestion card: - **Not yet triggered:** The hold is placed, but outreach has not started. - **Outreach in progress:** ServiceTitan has texted the customer and is waiting on a reply. - **Customer responded:** The customer has replied. - **Timed out:** The response window closed without a reply. 4. When the customer confirms, ServiceTitan books the earlier time automatically. The assignment, tags, and audit logs update together, and the suggestion clears. ### Move up a job manually with a tag 1. Go to the navigation bar and click **Schedule**. 2. Click the job you want to move earlier. The job record opens. 3. Click **Edit**, then apply the mapped Move Up tag for the window you want to offer. ServiceTitan texts the customer with the earliest available opening inside that window. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fill-schedule-gaps-with-appointment-move-up-image-l5hia1tk.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A04Z&se=2026-10-31T04%3A46%3A04Z&sr=c&sp=r&sig=Lb1gD9cGy35fT9v4aIqgNencgxdjHGkdT8Q6Px7CsLk%3D) 4. Review the outcome: - When the customer accepts, ServiceTitan books the earlier time. - When the customer declines or does not respond, the job stays in place and the tag remains on it. ## Want to learn more? - See [Use Dispatch Assist in Dispatch Pro](/v1/docs/use-dispatch-assist-in-dispatch-pro) - See [Use Job Confirmations](/construction/docs/use-job-confirmations-1)