Planner

Using the Planner, Resources can plan work for themselves or for their Branches/Tier 2 Resources whether it be for today or a time in the future. To plan Work Orders, follow these steps:     Open the Planner by selecting the Resource (Tier 1 or... Read More

Resources may be required to plan any Work Orders that they have for the week or may need to hand out trade-specific jobs to any of their Branches/Tier 2 Resources. This can be done using the Planner tool. To access the Planner, select the Resource... Read More

To plan Work Orders across Branches/Tier 2's using the Planner, follow these steps:     Open the Planner by selecting the appropriate Head Office/ Tier 1 Resource from the Resource List and clicking "Planner". The Work Order Planning screen... Read More