PLANNING
See the whole week.
Stay on top of the details.
Planning that brings together times, places and people. One view helps organise the work; job details explain what needs to happen and where.
Concept view · demonstration data
01
Schedules and recurring work
Plan one-off and recurring jobs. Keep appointment times, working hours and regular services in context.
02
Client → location → unit
Separate the client company, its locations and individual units. This matters when one client has several sites to serve.
03
Clear assignments
Assign staff and partners to jobs. The team sees its own work while the planner retains the broader picture.
04
A meaningful status
Distinguish planned, in-progress, completed and cancelled jobs. Move from the schedule to a review of delivery.
05
Instructions at the right location
Keep important notes and instructions with the location rather than searching through conversations.
06
The start of billing
Hours and completed services provide context for reviewing costs and client charges.
See how it fits
your company.
Let’s talk about your planning and billing process.