Planning
Capacity and rosters, so you see who's free when
Plan your team by the week, see at a glance who has room and who is overbooked, and link the work to it straight away.
Capacity
See who has room
Per person and per week, the work that is planned sits against the hours available. Overbooked stands out.
- Planned hours against available hours
- Overbooking visible straight away
- Per person and per team
Rosters
Rosters for your whole team
Record who works when, so the plan starts from the hours that are really there.
- Working days and hours per person
- A roster per team
- The basis for your capacity
With Work
Schedule work where there's room
Put work items into the plan with whoever has time. An accepted quote becomes a scheduled job just like that.
- Work items in the plan
- Move things when someone is overbooked
- From quote to scheduled work
Works with
A plan that knows what's going on
Planning works with the same information as the other apps. Work, appointments and hours show up on their own.
Mervyn AI in Planning
Planning without the puzzle
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Fix overbooking
A nudge when someone goes over their hours, with a suggestion for what to move.
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Scheduling suggestion
New work with whoever has room and is closest.
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Ask the assistant
Who can still take a fault call on Thursday?
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Agents
An agent that schedules recurring jobs ahead of time, for review.
Plan your team on the hours that are really there
We set up your rosters together, so your first weekly plan is right straight away.