Planner overview
OverviewThis article explains how to use the main planner screen to review scheduled work, overdue items, linked quotes, and day-by-day activity without leaving the planning workflow.When to use thisUse this article when
Overview
This article explains how to use the main planner screen to review scheduled work, overdue items, linked quotes, and day-by-day activity without leaving the planning workflow.
When to use this
Use this article when you need a focused explanation of this screen or step without having to scan through a larger umbrella page.
How it fits into the flow
Planner overview sits within Work / Planner. It is designed to work alongside related articles such as Adding planner items to a worksheet, Completing a job from the planner, Opening job details from the planner, so users can move through the workflow without relying on one giant reference page.
Main actions
- Move through dates and planner views to understand what is due now, what is overdue, and what still needs to be placed.
- Open linked jobs or quotes directly from the planner when you need more detail before taking action.
- Use the planner as the main coordination screen before moving into worksheet creation, date changes, notes, or completion steps.
- Common on-screen actions include Add to Worksheet, Update Date, Cancel.
Important fields
- Planner period and date controls help you move around the schedule without losing sight of the wider workload.
- Overdue and unscheduled areas are useful for spotting work that still needs attention before the route or day is finalised.
- Content: Look for input such as “Enter note content...”.
- Mark as important: Turn this option on only when it applies to the current workflow.
- New Due Date: The next due date will be automatically recalculated based on each job's schedule settings.