Clash warnings and leave
The warnings
Section titled “The warnings”| Warning | What it means |
|---|---|
| Already booked | The engineer has another visit at that time. |
| Outside working hours | The time is outside your business hours. |
| Unavailable | They’re on leave, training or off sick. |
| Missing skill | The job type needs a skill they don’t have. |
| Expired qualification | They have it, but the certificate has run out. |
| Over capacity | Their day is already full. |
Warnings don’t stop you. Choose Book anyway and give a reason; it’s kept on the job.
Record leave
Section titled “Record leave”- On the planner, select Add leave.
- Choose the engineer, the type (Annual leave, Training, Sick or Unavailable) and the dates.
- Save.
The time shows as blocked on the planner, and bookings over it get the Unavailable warning.
Leave added here is approved straight away and goes on the engineer’s timesheet. Requests engineers send from the app show faded, marked Requested, and don’t block bookings until you approve them in People → Time off. See Approve time off.