Book a visit

The Unassigned list on the planner shows jobs waiting for a visit, most urgent SLA first.

Drag and drop

1. Open Planner and pick Day or Week.
2. Drag the job onto an engineer at the time you want. The booking form opens with the slot filled in.

Or use Book

1. Select Book on the job.
2. Choose the Date, Start and End.
3. Choose one or more Engineers. The first one leads the visit.
4. Add Instructions for the engineer if there’s anything they should know.
5. Tick Send to the engineer’s phone now to dispatch it straight away, and Email the customer to let them know the date.
6. Select Book.

Best fit suggests engineers who have the right skills and are free at that time.

Clashes

Before you save, Sustainable ERP checks for problems: the engineer is Already booked, the time is Outside working hours, they’re on leave, or they’re missing a skill the job needs. You’ll see them listed under Clashes.

You can still choose Book anyway if you give a reason. That needs the right permission; if you don’t have it, ask a planner manager.