Opening Linked Job, Quote, and Customer Details
How planner record popups work when you open jobs or quotes, and how the planner stays in sync after you close them.
Read article: Opening Linked Job, Quote, and Customer DetailsPlanner help
Help for Planner in Work Planner.
Articles
Quote Quick-Process Popup
How the planner quote quick-process popup handles service pricing, sending, confirming, and declining a quote.
Read article: Quote Quick-Process PopupJob Completion Popup
How to complete or mark a planner job as missed, and what each field in the completion popup changes.
Read article: Job Completion PopupAdd to Worksheet Flow
How to send selected planner jobs and quotes to an existing worksheet or create a new worksheet from the selection.
Read article: Add to Worksheet FlowMulti-Select and Batch Moves
How planner selection works for jobs, rounds, overdue work, and quotes, and what the action bar is really acting on.
Read article: Multi-Select and Batch MovesUpdate-Date Flow
How the planner Update Date action works for selected jobs and how it affects future scheduling.
Read article: Update-Date FlowDragging and Rescheduling Work
How drag-and-drop works in the planner for jobs, rounds, quotes, and timed work in day view.
Read article: Dragging and Rescheduling WorkPlanner Notes
How to add, edit, move, and delete planner notes so reminders stay attached to the right dates.
Read article: Planner NotesPlanner Settings Popup
How to control which fields appear on planner job cards, which days are visible, and how the overdue column behaves.
Read article: Planner Settings PopupPlanner Date Navigation and Filters
How to move around the planner date range, use quick ranges, show one vehicle's work, and understand which businesses the planner is showing.
Read article: Planner Date Navigation and FiltersPlanner Screen
How the Planner screen is laid out, what each view shows, and where the main day-to-day actions live.
Read article: Planner Screen