These are rules and exceptions that aren’t obvious from the data and won’t be discovered by reading MoeGo. They are written down here precisely because someone new would otherwise treat them as errors.
10.1 Scheduling and filling
- Two-day confirmation horizon. The next two days are always kept full and fully confirmed — not just tomorrow.
- Never overbook the groomer. Full means full to the groomer’s capacity, never past it — account for dog size/coat, service, and drive time. This is the hard limit; everything else bends before this does.
- Drive legs under ~20 minutes. Keep consecutive stops within about 20 minutes of each other when filling and routing.
- Fill the soonest opening the drive allows. Prefer the nearer day — but only among fills that already stay within capacity and keep drives reasonable. Soonest-first is the tiebreaker, not an override.
- Patcher is the first fill tool. Use Patcher to surface and queue fill candidates (it screens drive time and auto-books on accept). Always apply the capacity check yourself before queuing — Patcher doesn’t know the groomer’s limit.
- Priority order: (1) don’t overbook, (2) keep drives under ~20 min, (3) soonest opening. Apply in that order.
- Never rely on Smart Scheduler completely. It’s a draft. Always review the schedule by hand, pull clients in sooner where you can, and fix long drives. Never let a groomer ping-pong — in one area, off to another, then back to the first. Cluster each area; move through the map once.
- Exceptions are deliberate — except capacity. Override drive-time or soonest-first with judgment (a client you already rescheduled, a recurring standing slot, a high-value / at-risk client). Never override the capacity limit.
10.2 Van assignment
- Maverick / Marie off-day revenue goes to Bravo. When Maverick or Marie is off, that revenue is assigned to the Bravo van. This is intentional and standing — do not “correct” it.
- Knoxville runs five vans (Alpha, Bravo, Charlie, Delta, Echo). Florida / Jacksonville runs two (Alpha, Bravo). Keep van labels consistent with the location.
10.3 Data and export
- Always export MoeGo data as CSV / xlsx, never PDF (recurring PDF parsing bug).
- Markdown for Slack Canvas: the extract-text step produces doubled-asterisk artifacts. Always do a cleanup pass to remove them before pasting into Slack Canvas.
10.4 Payroll / commission (pointer only)
Payroll and commission verification is documented in a separate doc and is out of scope here. One thing to know so you don’t flag it as an error: certain employees have intentional manual commission adjustments above the raw MoeGo export. Those are real and approved — they reflect cancellation and van-related compensation. Do not treat them as mistakes. The full process and the specific names live in the payroll doc.
WHEN IN DOUBT, DON’T “FIX”: If a number or assignment looks wrong but you don’t know why, ask before changing it. Several of our standing rules look like errors to a newcomer and are not.