The Daily Plan is the primary workspace for scheduling and monitoring field activities. Customize its behavior and appearance to streamline decision-making, highlight critical tasks, and organize resources to match operational workflows.
Visual configuration
Tailor the look of your Daily Plan to prioritize information at a glance.
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Configure Color Themes - Use highlighting modes to isolate specific Work Order (WO) types against the rest of the schedule. See Configure themes for the daily plan.
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Work Order Alert Monitor - Define custom WO alerts that change color based on volume thresholds. See Configure the Work Order Alert Monitor.
Configure resource and activity organization
Control how resources and tasks are presented to match your scheduling habits.
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Resource Sorting Configuration - Create shared or private sorting rules to group resources by geographic area, skill level, or team structure. See Configure order resources for the daily plan
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Schedulable Activities Sequence - Customize the display order of the activity list to ensure dispatchers see the most relevant jobs first. See Configure the sorting sequence in the Schedulable Activities in Daily and Multi-day Plan
Configure system behavior
Ensure the platform opens to the most relevant data every time.
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Default Date Configuration: Set the system to automatically load a specific rolling window when you access the Daily or Multi-day Plan. See Configure the default date for daily and multi-day plans.