Planner

Schedule jobs, assign technicians, and manage your dispatch board with the quicklist and calendar views.

Overview

The Planner is a dispatch board for scheduling jobs and assigning them to team members. It is available on paid plans only.

Two views are available:

• Quicklist — a lane-based dispatch view designed for fast scheduling and reordering
• Calendar — a visual time grid for day, week, or month planning

Access the planner from the main navigation. Your preferred view is remembered automatically, so the planner opens to whichever view you last used.

Quicklist

The quicklist is a lane-based dispatch view designed for fast job scheduling. It shows:

• Backlog sidebar — unscheduled jobs waiting to be assigned
• Technician lanes — one lane per team member showing their scheduled jobs in order

Tabs let you switch between date ranges to view jobs for different periods.

Each technician lane displays workload statistics — total scheduled hours and capacity percentage based on your configured working hours. This helps you balance work across your team.

Calendar

The calendar displays jobs on a visual time grid. Three view modes are available:

• Day — a single day with an hourly time grid and 30-minute slots
• Week — a 7-day grid showing all days side by side
• Month — a calendar grid with jobs displayed as blocks or spanning bars

Navigate between dates using the forward and back buttons. A backlog sidebar shows unscheduled jobs on desktop. The calendar respects your configured working hours and highlights the current time with a red indicator line. Jobs display as colour-coded blocks, with each technician assigned a unique colour.

Scheduling Jobs

There are several ways to schedule a job:

• Drag and drop (quicklist) — drag a job from the backlog into a technician lane
• Drag and drop (calendar) — drag an already-scheduled job to a different time slot on the day or week view
• Schedule modal — click the schedule button on a job card to pick a date, time, and technician

To unschedule a job, drag it back to the backlog or use the unschedule action on the job card. Unscheduling removes the assigned time and technician.

Automatic Schedule Adjustment

When jobs are scheduled, removed, or have their duration changed, the planner automatically adjusts the remaining jobs to close gaps and keep the schedule tight. Pinned jobs stay in place, and break periods are never scheduled for work.

Calendar Interactions

On the calendar, jobs snap to 15-minute intervals when dragged. You can also resize a job's duration by dragging its top edge (to change the start time) or bottom edge (to change the end time).

Only jobs with editable statuses can be scheduled or modified in the planner:

Technician Assignment

Assign a job to a team member using the technician dropdown on the job card. Only active team members appear in the list.

• Assigning an unscheduled job to a technician also schedules it for the date you are currently viewing
• Moving a job between technician lanes in the quicklist reassigns it automatically
• Unassigning a scheduled job also unschedules it

Job Duration & Estimates

Each job has an estimated duration used for scheduling. Set it using the duration dropdown on the job card, which shows your account's duration presets for quick selection.

Custom durations are also supported — enter any value if the presets don't match. The default duration for new jobs is configured in planner settings.

When you change a job's duration, the planner automatically adjusts the rest of the day's schedule.

Pinning & Reordering

Pinning

Pin a job to lock it at its current time. Pinned jobs stay put when the schedule is adjusted — other jobs flow around them. Once a job is in progress, it cannot be unpinned.

Reordering

Use the move up and move down buttons on a job card to swap it with the job above or below it. You can also drag to reorder jobs within a technician's lane. Reordering automatically adjusts the times for all affected jobs.

Multi-Day Jobs

Jobs that span more than one day appear in each day they cover:

• Quicklist — spanning jobs show with a dashed border and appear at the top of each affected day
• Calendar (week and month) — spanning jobs display as bars stretching across the relevant columns

Multi-day jobs can be reassigned to a different technician but cannot be reordered within a lane.

Overlap Detection

If two jobs for the same technician overlap in time, both job cards display a warning badge. The badge lists which jobs are in conflict.

Overlaps can occur when jobs are pinned at overlapping times or when jobs are manually scheduled to the same time slot. The planner does not prevent overlaps but makes them clearly visible so you can resolve them.

Filtering & Preferences

Use the filter panel to control what is displayed in the planner:

• Technician visibility — show or hide individual team members' lanes or calendar events
• Completed jobs — toggle visibility of completed jobs
• Cancelled jobs — toggle visibility of cancelled jobs
• Backlog — show or hide the backlog sidebar (quicklist only)

Your filter choices and preferred view (quicklist or calendar) are saved automatically and restored when you return to the planner.

Planner Settings

The planner is configured through the planner settings page. Key settings include:

• Working hours — day start and end times that define the scheduling window
• Buffer minutes — a gap added between consecutive jobs (e.g. 15 minutes for travel)
• Default job duration — used when scheduling a job with no time estimate
• Breaks — periods during the day when jobs cannot be scheduled (e.g. lunch)
• Duration presets — quick-select options shown in the duration dropdown on job cards

For full details on configuring these settings, see the Settings documentation.