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[PU-009] PlanSmart

# [PU-009] PlanSmart

What is it?

Scheduling jobs across your team with a whiteboard or spreadsheet leads to chaos. PlanSmart is an advanced drag-and-drop planning board that helps you schedule the right technician for the right job at the right time. With real-time visibility into everyone's availability, you can optimize your team's day and get more done with fewer headaches.

How it Helps Your Business

  • Field Techs: See a clear, organized schedule for their day — no confusion about where to go next or what's expected.
  • Office Staff: Drag-and-drop scheduling makes planning fast and intuitive, with instant visibility into who's available and when.
  • Managers: Maximize team productivity by spotting scheduling gaps, avoiding conflicts, and getting hints for optimal routes.
  • Customers: Jobs are scheduled more efficiently, which means shorter wait times and more reliable appointment windows.

Essential Details

Key Capabilities

  • Drag-and-drop scheduling that makes planning fast and visual
  • Real-time availability view across your entire team
  • Route optimization hints to help reduce driving time between jobs
  • Team calendar view for a bird's-eye look at everyone's schedule
  • Conflict detection that warns you before double-booking

Getting Started

To enable PlanSmart, go to Settings → Marketplace in your Out-Smart back office. Find the PlanSmart Power-Up and click Activate. Once enabled, your planning board upgrades to the full PlanSmart experience with drag-and-drop scheduling, team views, and route optimization. No other Power-Ups are required.

Related Features

  • [Timesheets](timesheets.md) — Track the hours your team works against the schedule you've planned
  • [Tasks](tasks.md) — Assign follow-up tasks alongside scheduled jobs
  • [Resources](resources.md) — Manage shared equipment and vehicles alongside your team's schedule