🧠Resource Planner & Scheduling
Plan and dispatch your whole team: the Resource Planner, maps and live locations, route optimisation, Colobbo AI and repeating schedules.
By Vince1 author12 articles
- How to plan a large workforce on the Resource PlannerPlan hundreds of technicians and thousands of jobs on the Resource Planner by narrowing people and jobs with filters, batching jobs by area on the map, and watching crew load…
- How to use the map on the Resource PlannerUse the Resource Planner map to see waiting jobs and the day's bookings as pins, draw round jobs that are close together, assign them in one go, and see one…
- How to plan a technician's day with Colobbo route optimisationUse Colobbo route optimisation in the Resource Planner to put one technician's day, or many technicians' days, in the best order and times, then apply it and undo it if…
- How to use Colobbo AI in the Resource PlannerAsk Colobbo AI in plain words who can take a job, who is free, or what is urgent, then say Yes to let it assign the job, with Undo ready…
- How live technician locations workLearn how technicians share their location while working, what the office sees on the Resource Planner, how long it is kept, and how to switch sharing off.
- How to use the maps on Work Orders and Boots on GroundSwitch Work Orders to a map to see jobs as pins, draw a box or loop to pick them and assign them in one go, and use the Boots on…
- How to repeat Work Orders, Inspections and Actions on a scheduleSet up a schedule once and Colobbo creates every inspection, action or work order on its dates, reminds the right people, and shows each one on the Resource Planner.
- How to schedule a repeating InspectionMake an inspection repeat daily, weekly or monthly from the Schedules page, with one person or a rota doing it each time.
- How to repeat a Work Order on a scheduleUse Repeat on a work order to make a copy of it automatically, about a week before each date, for the person who will do it.
- What is the Resource Planner? A tour for new usersA guided tour of the Resource Planner: where to find it, what each part of the screen does, what the colours mean, and how the Day, Week and Map views…
- How to book, move and assign work on the Resource PlannerBook a job for a technician, assign several jobs at once, create bookings that are not work orders, and move, shorten, cancel or undo a booking on the Resource Planner.
- Planner and schedule notifications: what gets sent and who gets itSee which messages the Resource Planner and repeating schedules send, who receives each one and when, and how to change their wording or turn a channel off.