Scheduling and technician planning

Plan the work ahead

Book drop-offs against capacity, plan repair work by trade and technician, and keep shop events and time off on one shared schedule.

Drop-offs

Book against capacity

Set bookable hours for each weekday and compare them with the work already booked. Drag a repair onto a day, move it, or return it to the unscheduled list.

  • See whether a day has room, is tight, or has no room while you drag.
  • Review readiness, the earliest day with room, and the hours behind each booking.
  • Adjust for time off, holidays, or a booth being down. Closed days stay out of public booking.
Book incoming work with capacity and exceptions in view.View full size

People and trades

Plan by trade and person

Turn on technician planning to allocate estimate hours by trade against each person's working hours and time off. Review up to six weeks, place unassigned work, and split a trade between people when needed.

  • Required-attendee calendar events reduce the hours available to plan.
  • Drop-off capacity can follow your team's working hours.
  • Planning is separate from job timers and does not calculate payroll.
Bring unassigned work into the plan, with its hours attached.View full size

Needs attention

See promise risk early

Find repairs that cannot be planned yet or are expected to finish after their promised date. See whether work, parts, time off, or a vehicle being off-site is behind the risk.

01See the cause

Start with the reason the repair needs attention.

02Review the option

When a useful move is available, see how it brings one repair forward without making another late.

03Keep the plan connected

Technicians see their own planned work in My Work.

Shop calendar

Keep events in view

Plan adjuster visits, reinspections, training, meetings, and equipment upkeep in Week, Month, or List view. Link events to repairs, name who is needed, repeat them, and set reminders.

  • Overlay drop-offs, promised deliveries, and loaner returns.
  • Keep time off and closed days beside the work they affect.
  • Technicians have read-only calendar and drop-off views, without hours or money.
Keep upcoming events and schedule exceptions together.View full size

See it in the demo

See the next week clearly

Try scheduling and technician planning in a private sample shop.