Find a time and the right person for a job

A customer calls and wants their heat pump serviced. On the Jobs page, open Planering and press Hitta en tid. A bar opens above the grid, and the grid starts looking for an hour of any kind of job straight away.

Say what the job is. Pick the kind of job, or leave it at Alla typer av jobb and pick how long it takes. A kind of job brings its own length, and a length you pick wins. If the kind you need is not in the list, choose Ny jobbtyp at the bottom of it: give it a name, how long it takes and, if it differs from the usual, the driving time, and it is picked for you. Next to it you see how much driving is kept free around the job (+ {{minutes}} min körning). Pick the customer as well if you know it: that is optional, but it makes the suggestions sharper.

Read the grid. Everybody in the workspace now has a row, best fit first, and the top row is marked Passar bäst. Under each name is why, in plain words:

• Har gjort {{count}} sådana: they have done this kind of job in the last year. This counts the most.
• Har varit hos den här kunden: they know the site already.
• Jobbar {{km}} km bort den dagen: one of their jobs that day is close to the customer. Distance is measured in a straight line from the customer's address and the job's site, so it ranks rather than routes, and it needs both to be on the map.
• {{hours}} bokat den dagen or Inget bokat den dagen: a lighter day ranks higher, and so does sooner.
• Har inte varit på ett jobb i år: they sink to the bottom, but stay pickable.

In Vecka each day shows the first free start times as green buttons. In Dag the free time is drawn as green bands on each person's line. Free time means: inside the working day, long enough for the job, with the driving time kept free after the job before it and before the job after it. A day with time off has no free time.

Start the job. Click a free time. The new job opens with the time, the person, the kind of job and the customer already filled in, so you finish it there. The cross at the end of the bar (Avsluta tidssökning) puts the Schedule back to normal.

Without the bar open you can still start a job straight from the Schedule: in Dag point at empty time on somebody's line and click; in Vecka hover over a day and click the time that appears. Time already taken by one of their jobs cannot be picked.

Drag to move. Drag a job to another time, day or person. In Vecka a job dropped on another day keeps its time of day; in Dag it lands where you let go, on the quarter hour. It keeps its length. Dragged from the row of the person responsible for it, the job becomes the new person's. Dragged from the row of somebody who is only on its crew, only the time moves, and you are told to change the crew on the job to swap who goes. Nothing is refused: if the person already has a job then, or has time off, it is moved anyway and you are told ({{person}} har redan "{{other}}" vid den tiden.). If the move cannot be saved, the job goes back where it was.

Jobs without a time. The count next to the date ({{count}} utan tid) opens Utan tid beside the grid: every open job with no time, oldest first, with everybody's row shown so there is somewhere to drop it. Drag one onto a person's day to give it the first free time that day, or onto a time in Dag.

Drafts hold a time without sending it. A job saved as a draft with a time shows on the Schedule with a dashed outline, and a draft you drag stays a draft: the message after the move offers Boka nu for when you are sure. It keeps the time visibly taken, but it is not in the technician's calendar and nobody has been told. It reaches their calendar when it moves on from the draft status, which is where your own rules from Decide what a job needs before each status decide what it must have first.

Setting the lengths. Open Job settings and find Jobbtyper. For each kind of job set Tar (min) and, if it differs from the usual, Körning (min). Left empty, the driving time is the workspace's Körning mellan jobb. The same card sets the working day (Arbetsdag från) and the Arbetsdagar, Monday to Friday unless you change them, which is where free time is looked for. Switch Används off for a kind you no longer use: jobs that already have it keep it.

Where everyone is. Karta on the Jobs page shows one day's jobs as pins on a map, coloured by status, with the day's jobs listed beside it in time order. A job happening right now stands out, and a draft looks pencilled in. Point at or click a pin to see the time, the customer and who is on it, and open the job from there. Pick one person to see only their day. Jobs whose address could not be placed are listed separately rather than left out. The map shows where the jobs are, not where people's phones are.