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📙 Step-by-step guide
Plannit's Agenda gives you the flexibility you need to manage schedules, absences and work centrally and efficiently. This guide includes:
How the calendar works - overview
Here's a general overview of the calendar for your reference:
Change the date from this section:
Click on the arrows to change the day, week or month
Clicking on the date brings up the calendar for that day.
Clicking on "Today" will return you to today's date.
Shows you the # of visits to the selected display and resources
Shows you the interval of your time slots
The (+) button lets you create an event, visit, run, etc.
Allows you to adjust the schedule display to suit your needs.
Planner and Map display on Agenda
How to dispatch jobs (visits) in the Calendar
Sort the list of jobs (visits) to be scheduled
Click on the Planner and Map buttons at the top right of the Calendar
Click on the Filters button on the Planner
In the partial window, select the filters you need to sort your list of visits.
Ex: Visit status: "not started".
Label: "Montreal"
Service: "Service Call"
Click on Apply
The jobs (visits) list will appear at the bottom of the screen
You can choose to:
Assign visits to your employees in their Diary
Select and drop the job in the desired column on the Agenda by moving the small dots to the right of the visit line.
Create an optimized route where you can insert the visits
Tick the visit(s), right-click and select Add output See: Create your daily routes
Trics
If you need to move your Job to another date and/or assign it to another employee, simply drag and drop it and you're done!
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