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Automatic planning assigns each complete visit to one person or one team. A person working alone must have every required service and capability. For an active planning team, the members can satisfy those requirements collectively while carrying out the visit together.
1

Open the team member

Go to Settings > Members and edit the person who will perform field work.
2

Enable planning participation

Enable the member’s individual planning participation for work done alone, or enable planning for their team. A user may have Sweeply access without being available for route planning.
3

Assign services

Select every service this member can perform safely and independently.
4

Review property capabilities

Assign any equipment or qualification capabilities the member has. These are evaluated together with service eligibility.
5

Review affected planning weeks

Run Planning again when a future week needs a new accepted plan after eligibility changes.

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Example

An order contains exterior and interior cleaning. One member can do only exterior work and another only interior work. Neither can take the whole visit alone, but an active planning team containing both can satisfy the combined service requirements. The visit stays together on that team’s route.
Use the planning issue action Assign the service task to one or more members to open the relevant setup when work has no eligible member.
Manual route editing can override missing service or capability eligibility, but Sweeply shows the missing requirements and requires an operator reason. Use this only as an informed exception.
Last modified on August 27, 2026