Field Console Pro Guide

What the Day Planner does

The Day Planner helps owners and dispatchers evaluate whether scheduled jobs are assigned to the technicians who fit the day best. It considers the jobs you choose to analyze, the eligible technicians on your team, work already scheduled for each technician, appointment-window conflicts, nearby scheduled work, route fit, and estimated drive impact.

Nothing changes automatically. Your dispatcher chooses when to run the analysis, reviews the recommendations, and decides whether to apply supported assignment changes.

When to use the Day Planner

Use the Day Planner when you want to review how work is distributed across a selected day.

It can help identify:

• an unassigned job that fits naturally into a technician’s day;
• a job that may be better handled by another available technician;
• assignments that should remain unchanged because the current technician is already the best fit;
• related assignment changes that should be reviewed and applied together;
• jobs that still need manual review.

The Day Planner is an advisory tool. It does not automatically reschedule work or move customer appointment windows.

Open the Day Planner

Open Day Planner from the Field Console Operations navigation, or choose Plan assignments from the Schedule page.

You can also open the Day Planner from the Dashboard when a planning shortcut is available.

The page defaults to the current contractor-local date. Use the date controls to review today, tomorrow, or another service day.

Choose the jobs to analyze

The Day Planner shows the scheduled jobs on the selected day.

Choose the jobs you want to include in the analysis. Unassigned jobs may be selected by default. Assigned jobs can also be selected when you want Schedule Intelligence to review whether their current technician remains the best fit.

You do not have to analyze every job on the calendar. Leave a job unselected when you want its current assignment to remain fixed while the planner evaluates the other selected jobs.

Jobs without the exact location information needed for route-fit analysis may appear as excluded. Excluded jobs do not use Schedule Intelligence checks.

Review Schedule Intelligence check usage

Before you run the Day Planner, Field Console shows how many Schedule Intelligence checks the selected analysis will use.

One evaluable selected job uses one Schedule Intelligence check.

Changing the date, selecting jobs, or reviewing the preview does not use checks. Checks are used only when you deliberately choose Run Day Planner and the analysis succeeds.

Run the analysis

Choose Run Day Planner when you are ready.

Field Console reviews the selected jobs against the eligible technicians and the work already scheduled for each team member. The Day Planner then returns a suggested assignment plan with plain-language reasoning.

Depending on the job, you may see information such as:

• nearby scheduled work;
• schedule availability;
• route-fit context;
• estimated extra driving;
• estimated driving improvement compared with the current assignment;
• whether the current technician should remain assigned;
• whether the job should be reviewed manually.

Some drive-time estimates may be approximate.

Understand the recommendation types

Keep current

The current technician remains the best fit based on the selected day and available schedule context.

No Apply action is needed.

Assignment suggested

An unassigned job may fit an eligible technician’s day.

Review the reasoning and choose Apply assignment when the suggestion makes sense for your operation.

Reassignment suggested

A job currently assigned to one technician may fit another eligible technician better.

Review the current technician, suggested technician, schedule context, and estimated drive impact. Choose Apply reassignment when you want to make the change.

Manual review

Field Console could not produce a safe assignment suggestion for the job.

Review the schedule and update the job manually when needed.

Apply independent suggestions

Some suggestions can be applied individually.

When you choose Apply assignment or Apply reassignment, Field Console checks the current schedule again before making the change. If the assignment is still valid, Field Console updates the assigned technician.

Appointment times remain unchanged.

If the schedule changed after the Day Planner analysis, Field Console may ask you to run the Day Planner again.

Apply linked changes together

Some assignment suggestions depend on each other.

For example, one job may move from Alex to John while another job moves from John to Alex. Applying only one side could create an invalid intermediate schedule, even when the final combined assignment plan is valid.

The Day Planner groups related suggestions together and shows Apply linked changes when the supported group can be applied safely as one unit.

Before applying the group, Field Console checks the complete final assignment state. Supported company-job linked changes are written together so the group succeeds or fails as a unit.

If the group was already applied from another browser tab or by another dispatcher, the Day Planner shows Already applied.

Unsupported linked changes

Some linked groups may still require manual review.

For example, linked groups involving certain Zwivio-assigned jobs or mixed job sources may not be eligible for direct group Apply.

When direct Apply is not supported, the Day Planner keeps the recommendations visible and tells your dispatcher to review the assignments manually from Schedule.

Appointment times stay unchanged

The Day Planner reviews technician assignments. It does not move customer appointment windows.

The scheduled date, start time, end time, and customer commitment remain unchanged unless your team separately edits the job.

Eligible technicians

The Day Planner evaluates team members who are eligible to perform Field Console work.

Dispatchers are not counted as technicians. Inactive team members, disabled Field Console access, and team members without company-job work access are excluded.

Schedule Intelligence reporting

Pro Plus and Custom teams can review Schedule Intelligence value reporting in Reports where enabled.

Reporting can include:

• Schedule Intelligence checks consumed;
• Day Planner analyses;
• Day Planner recommendations shown;
• assignments and reassignments suggested;
• recommendations applied directly;
• linked groups applied;
• linked suggestions applied;
• estimated drive-time savings from supported applied recommendations.

Plan limits

• Starter: Schedule Intelligence fair-use access.
• Pro: monthly Schedule Intelligence allowance on your plan.
• Pro Plus: higher monthly allowance plus value reporting where enabled.
• Custom: custom Schedule Intelligence volume.