Define the work your company offers and the team capacity Planning may use.
Planning can assign a visit to an available individual or team that can perform every service and satisfy every property requirement. For a team, its members’ services and capabilities are considered together.
Set work speed
Adjust the time allowed for visits performed alone or as a team.
Build the service catalogue
Create reusable services and organize them into categories.
Configure customer presence
Control whether a customer must be available and what timing you communicate.
Assign service eligibility
Tell Planning which team members can perform each service.
Set availability
Configure ordinary hours, member overrides, time off, and custom hours.
Manage the service catalogue
Create reusable services and categories for orders, subscriptions, and planning eligibility.
Configure when the customer must be present
Understand how customer presence affects visits, notifications, and schedule protection.
Assign services to eligible team members
Configure who can perform each service so Planning can assign visits correctly.
Set work speed and understand visit duration
Adjust planned visit time for a person or a team using a shared estimate for one person working at 100%.
Set working hours and availability exceptions
Configure company defaults, member overrides, time off, custom hours, and planning flexibility.
Configure property visit requirements
Match property equipment and qualification requirements with team-member capabilities.
