Weekly Plan

Steps

1. View the full week as a grid by technician and day.
2. Spot heavy and light days early.
3. Adjust assignments to smooth out the week.
4. Plan ahead for holidays and seasonal demand.

Tips

• Planning the whole week reduces day-of scrambling and improves predictability.

Related guides

• Daily Planning Balance the day across your technicians so the workload is fair and realistic before crews head out.
• Route Command Center The control room for routes: build recurring routes, sequence stops, transfer work between technicians and visualize everything on a map.
• Calendar A calendar view of work and visits across the month, week or day to keep scheduling clear.