Before you begin
You need read access to subscriptions, orders, and planning. Running an analysis or applying changes also requires permission to update subscriptions and planning. Suggestions are for active subscriptions with usable map locations. Weekly subscriptions do not receive week-shift suggestions. Check the customer’s agreement before changing when visits occur.Analyse and review
1
Run an analysis
Open Insights > Visit weeks and select Analyse. You can leave the page while it runs. The analysis creates suggestions without changing subscriptions or visits.
2
Choose suggestions
Review the analysis date, search or filter by area and frequency, and select the suggestions you want. Each row explains the first visit that would move and how nearby work changes. You can select across pages or select all matching suggestions.
3
Review the selection together
Open the review. Check the combined annual driving estimate, the comparison of upcoming service hours, the first affected weeks, the one-time gap, and the visits that need planning. The combined estimate accounts for the selection; do not add the individual row estimates yourself.
4
Choose customer notifications
Set Notify customers if you want an email, SMS, or the available combination. It defaults to Off. Preview the message before applying. The template is configured under Settings > Notifications for Visit week changed.
5
Apply and check the result
Apply the selected changes and follow the bulk action. Review updated, skipped, and failed subscriptions, plus any notification failures. Open Planning for the visits that now need a new place in the schedule.
Successfully changed subscriptions use the new visit weeks. Applied suggestions leave the list, and the change history records who made each change and the previous and new values.
Understand the estimate
The annual estimate compares how close visits are to other work in the same week, using road distances between addresses. It is not a completed route plan or a measurement of achieved savings. The analysis does not check working hours, team capacity, qualifications, preferred members, or preferred weekdays. Review the workload comparison and your operational constraints before applying. Actual driving can differ after the visits are assigned to routes. The estimate compares recurring work over 52 weeks. Immediate consequences are shown separately for the next 12 weeks, so postponing a visit is not counted as a driving saving.What changes in the schedule?
A week change moves the recurring pattern by whole weeks. The new pattern starts no earlier than next week and takes protected visits into account.- Visits protected by customer notices, started or completed work, invoices, or payments are preserved.
- Unprotected generated visits before the new start can be removed, including visits in the current week.
- Later generated visits are replaced by visits in the new weeks that need planning again.
- The normal automatic-planning freeze window is not a subscription-edit lock. Review the stated consequences even for visits within that window.