The diary

How the diary shows each team member's day, how to change the range and view, filter it, and what every entry in the key means.

Choose whether the diary places every due visit for you, or whether you place each visit yourself.

When you add an agreed one-off job, decide whether the diary finds its slot or you choose the day, team member and time yourself.

The next five slots that can take a job or a visit, soonest first, each marked as fitting, needing flex, or moving one visit.

Open a small week diary inside the add sheet and tap a free slot to choose it, without leaving the job you are adding.

Tap an empty slot on the Diary to open the add sheet with the day, the team member and the start already filled in.

Move a visit to another day, time or team member by dragging it on the diary, and choose whether to email the customer.

When a one-off job is too long for a gap in the day, push the later visits back instead of choosing another slot.

Let a team member start a little earlier or finish a little later on a weekday, used only when a visit or job cannot otherwise fit.

Each team member gets one break block a day, placed between visits inside your break window and as near their usual break time as the day allows.

The diary adds an estimate of travel between visits and a set loading time to every visit, so each day's plan is realistic.

In automatic mode, a customer settles on a team member and weekday after a run of visits with the same pair, and the diary keeps them there.

Each night the diary checks whether a settled day is full most weeks, and either moves one customer's routine or suggests the move to you.

A day is overloaded when its visits, loading and travel run past the team member's hours and flex. Here is what marks it and what to do.

What each state means, which visits the diary may still move, and how to set when visits confirm and the customer is emailed.

When a flexible one-off job's window closes before the diary could place it, it waits for you to place it by hand or cancel it.