Prepare team members for route planning

Planning needs more than a user account. Every assignable team member must have planning participation, usable availability, a start location, service eligibility, and any required capabilities.

Planning readiness checklist

Setting	Why it matters
Active in scheduling	Allows Planning to assign visits to the member.
Weekly availability	Defines ordinary route windows.
Availability exceptions	Removes time off or applies custom hours.
Start address	Gives the route a usable origin and travel estimate.
Transport mode	Controls the expected routing profile.
Services	Limits visits to work the member can perform.
Equipment and qualifications	Matches property visit requirements.
Priority	Lower numbers are filled first; equal priorities share work more evenly.

Open the member

Go to Settings > Members and edit the person.

Enable scheduling

Turn on planning participation only if the person should receive field visits.

Assign eligibility

Select all services the member can perform and all property requirements they can satisfy.

Set the route start

Use the company address or select the member’s normal start address. Confirm that the address resolves to valid coordinates.

Choose transport and priority

Select car or bicycle and review the priority value. Use equal priorities when work should be shared fairly.

Set availability

Save the weekly schedule and add any known time off or custom hours under Settings > Availability.

The member is ready when Planning shows usable capacity and no issue reports a missing start location, missing service, or missing capability for work they should receive.

Last modified on August 27, 2026

​Planning readiness checklist

Planning readiness checklist