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
- Date picker: The date button at the top controls which range the planner loads. Everything underneath it refreshes from that range.
- 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.
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.
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.
Related articles
- Planner Date Navigation and Filters: Covers the date picker, quick ranges, 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.