3 min readUpdated July 2026

Use the staff scheduler

Balance capacity against active job commitments.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Staff, then Scheduler.
  2. Review the target period and visible workload.
  3. Filter to the team or work area being planned.
  4. Move or reassign work where demand exceeds available capacity.
  5. Confirm changes with the affected job owners.

Good practice

Schedule the constraint first—specialist fabrication or install capacity usually determines the rest.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.