Scheduling & Field Work | Workspace
Set capacity and technician availability
Control when work can be booked by recording business hours, skills, availability, time off, and workload limits.
Sign in to your company workspace to use the related controls.
What this section includes
- Availability rules
- Capacity limits
- Skills
- Service areas
- Time off
Start-to-finish instructions
Review working hours
Confirm company hours and each technician's normal schedule.
Add exceptions
Record time off, holidays, training, blocked time, and temporary availability.
Set capacity
Use realistic job duration, crew size, travel, and daily workload limits.
Test a booking
Try a representative service and verify that unavailable or over-capacity times are not offered.
Review weekly
Compare planned capacity with actual completion and adjust durations or limits.
What success looks like
- Booking and dispatch show realistic available times.
- Conflicts and overbooking are reduced.
Common problems
- If a slot appears incorrectly, check time zone, recurrence, time off, and job duration.
- Do not use capacity rules to hide an unresolved assignment conflict.