Planner Screen
How the Planner screen is laid out, what each view shows, and where the main day-to-day actions live.
Planner is the live scheduling board for work that is due, overdue, quoted, or already completed in the date range you are looking at. It is built for moving quickly between planning, checking what is already assigned, and making operational changes without bouncing through several separate screens such as Jobs List or Worksheets List.
What You See First
- No jobs yet: Until you add your first job, a note at the top explains that the planner fills up from jobs. Add a job opens the job popup, where you can pick a customer or add a new one, and Show me how starts the Adding your first job tour. The note goes once a job exists, and only shows if your account can add jobs.
- Date picker: The date button at the top controls which range the planner loads. Everything underneath it refreshes from that range.
- Vehicle filter: Once your business has vehicles, the All vehicles dropdown beside the date button shows one van's work, or the work not on a vehicle yet, instead of everything. See Planner Date Navigation and Filters.
- Planner Summary: The summary dropdown underneath the top controls opens range-based stats for jobs due, overdue jobs, planned value, completed jobs, and completed earnings. Total time required appears as well when the jobs in the selected range have duration values saved. It remembers whether you last left it open or closed.
- View buttons: Summary gives you a compact day-by-day overview, Detailed shows the full planner columns, and Day focuses on one day with a timeline for timed jobs.
- Planner Settings: The settings button opens the same controls covered in Planner Settings Popup, including card fields, visible days, card size, and overdue-column behaviour.
If your role doesn't include View Prices and Balances, the planner shows counts and times only: no prices on cards, no planned value, earnings or tips, and no money in the day, round, overdue or selected totals. See Editing a Role.
If your role doesn't include View All Worksheets, a job on someone else's worksheet shows as on Another worksheet, with no link, and Add to Worksheet offers only your own. See Editing a Role.
How the Main Views Differ
- Summary: Best when you want to scan a wider range quickly. You see totals, short summaries, quotes, and notes, and you can jump into a single day by clicking it.
- Detailed: Best when you are actively planning. Each visible day becomes a full column with quotes, notes, rounds, jobs, and the overdue column when that column is allowed to show.
- Day: Best when you need timing detail. Timed jobs are laid onto a timeline, and dropping a job onto a time slot can set or change the due time.
Bank Holidays and Who's Off
When your business keeps bank holidays, each one is named at the top of its day, such as Bank holiday: Good Friday. Underneath, Off: names the people in your team who are off that day, such as Off: Sam Field (holiday), Jess Green (not working). A half day says morning or afternoon, and time off still waiting for approval says asked. Not working means it isn't one of their working days. The first three names show, and +2 opens the rest. With several businesses selected, a swatch says which business each line is for.
It only tells you: nothing moves, and you can still give work to someone who's off, with a warning when you do. Someone else's sick or other time off shows as just their name, unless your role can manage time off. Who's off shows if your role can see the team's availability, and bank holidays show for everyone. See Team Availability.
Vehicles Off the Road
A vehicle booked off the road, such as for its MOT, is named on each day it's off, under who's off, such as Off the road: Van 2 (MOT), Van 1 (service), with each vehicle's colour. The first three show, and +1 opens the rest. With several businesses selected, a swatch says which business each vehicle belongs to. Like time off, it only tells you: work can still go on that vehicle, and Add to Worksheet warns you when you pick it. Vehicles off the road show if your role can see vehicles.
What the Screen Helps You Do
- Move work: Drag jobs, rounds, and quotes to another day instead of opening each record one by one. The date and schedule rules behind that are explained in Dragging and Rescheduling Work.
- Select work in batches: Tick jobs, rounds, overdue jobs, or quotes to run actions such as Add to Worksheet and Update Date. Those selection tools are covered in Multi-Select and Batch Moves.
- Keep context visible: Notes, overdue totals, quote status, worksheet markers, and selected totals stay visible on the planner so you can make decisions with the full picture in front of you.
- Open linked records: Clicking a job or quote opens it in a popup, which means you can check or edit detail without losing your place on the planner. That shortcut behaviour is covered in Opening Linked Job, Quote, and Customer Details.
What Changes Elsewhere
Planner is not just a display. Moving dates updates the real job or quote due date. Adding work to a worksheet affects worksheet availability straight away. Completing a job updates completion dates, pricing, and payment information. That is why the planner refreshes after these actions instead of treating them as temporary screen changes.
When Someone Else Makes a Change
The planner keeps itself up to date. When someone else in your business moves a job, marks one done, adds a quote or a note, or changes a round or a customer that's on screen, the planner shows it within a few seconds without you reloading. It waits while you're dragging something or have a popup open, then catches up. If a job you had ticked moves to another day on screen, its tick moves with it; if it can't follow, it's unticked and a message says so.
Related articles
- Planner Date Navigation and Filters: Covers the date picker, quick ranges, the vehicle filter, and how the planner respects your active business selection.
- Planner Settings Popup: Explains how to tune the planner layout to match the way you work.
- Dragging and Rescheduling Work: Covers what happens when you drag jobs, rounds, and quotes around the planner.
- Add to Worksheet Flow: Explains the selection-based worksheet flow that starts from the planner action bar.
- Team Availability: Who's working and who's off, week by week, and where time off is booked.