Premium⏱️ 3 min read

Using the Smart Planner

Let the app automatically group nearby jobs together. Save time planning by seeing which customers are close to each other.

1

Open the Smart Planner

Go to the Planner tab and tap the layers icon in the header to switch to the Smart Planner view.

2

View job clusters

Jobs are automatically grouped by location. Each cluster card shows a mini-map, the jobs included, total value, and a suggested day to schedule them.

💡Clusters group jobs within close proximity, making it easy to schedule efficient days.
3

Review a cluster

Each cluster shows the customers included, their job amounts, and how urgent each job is. The app suggests the best day based on job due dates.

4

Schedule a cluster

Tap 'Schedule X → [Day]' to add all jobs in that group to the suggested day. You can also choose a different date if you prefer.

💡After scheduling a cluster, use Route Optimisation to get the best order for the day.
5

View scattered jobs

Jobs too far apart to cluster appear in the 'Scattered' section. You can schedule these individually to fill gaps in your week.

6

Handle missing locations

Jobs for customers without valid addresses appear in 'Missing Location'. Tap to update the customer's address so their jobs can be included in clusters.

What's next?

Optimising Your RoutePlanning Your Week

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