Reference Glossary Planner

Here you can find a glossary of terms/concepts used in workauto related to the planner.

Planner

The planner is a screen that can be used by office staff to view and manage jobs. It provides a visual representation of the jobs scheduled for each technician, allowing you to easily see who is available and when. You can drag and drop the jobs to reschedule them, and click on a job to view its details.. You can add new jobs directly from the planner either directly to the day or to a future date.