You set crew, subcontractors, vehicles, and equipment per day. If a job runs several days, repeat these steps on each day — the numbers can be different from one day to the next.
Before you start
Open the job’s plan first. Each day in the planner is a card titled Day 1, Day 2, and so on, and it shows whether it’s still In Progress or Complete. If you don’t have a day yet, add one with Add Day. Inside each day you’ll see numbered sections. Crew, subcontractors, vehicles, and equipment are sections 2 through 5:- 2. Add Employees
- 3. Assign Subcontractors (optional)
- 4. Add Vehicles
- 5. Add Heavy Equipment
Add the crew
The Add Employees section is where you pick the workers for the day and set each person’s hours. Its prompt reads “Choose your workers and their hours.”1
Open Add Employees
On the day you’re planning, open the 2. Add Employees section.
2
Open the picker
Click Add another employee. This opens the Request Employees window with the list of people you can assign.
3
Find and select your workers
Use Search by name to narrow the list, then click anyone you want on the job to check them. A running Selected count at the top tells you how many you’ve picked. Click a selected person again to remove them.
4
Save your selection
Click Save Changes to add those workers to the day. (Use Cancel to back out without changes.)
5
Set each person's hours
Back on the day, every worker has an Hours stepper next to their name. Use the minus and plus buttons to set how long that person works that day.
The workers you can choose come from your branch’s team. If someone you expect isn’t in the Request Employees list, they may not be set up for your branch yet — check with whoever manages your team.
Add subcontractors
The Assign Subcontractors section is where you add the outside companies working the day alongside — or instead of — your own crew. Its prompt reads “Assign one or more subcontractors to this job.” The section is optional, and it opens as soon as the day’s work order is done, so you can fill it in before or after your employees.1
Open Assign Subcontractors
On the day you’re planning, open the 3. Assign Subcontractors section. Until you’ve picked anyone, it reads “No subcontractors selected.”
2
Open the picker
Click Assign Subcontractors. The Assign Subcontractors window lists the active subcontractors for your branch, each with their description underneath if they have one.
3
Find and select subcontractors
Use Search by name… to narrow the list — it matches the description too, so you can search by trade. Click a subcontractor to check them, and click again to uncheck.
4
Save your selection
Click Save Changes to add them to the day, or Cancel to back out. Then click Save Changes at the bottom of the section to mark it done.
Subcontractors don’t get hours or quantities — you’re only noting which companies are on the job that day. Each subcontractor can be assigned once per day. To have them back another day, assign them on that day too.
Add the vehicles
The Add Vehicles section is about how many vehicles of each type the crew needs — not specific named vehicles. Its prompt reads “Select how many vehicles of each type you need for this day.”1
Open Add Vehicles
On the same day, open the 4. Add Vehicles section. You’ll see a card for each vehicle type available to your branch.
2
Choose a type
Click a vehicle type’s card to select it. A checkmark shows it’s chosen.
3
Set the quantity
Once a type is selected, a number stepper appears. Use minus and plus to set how many of that type the day needs. The plus button stops once you reach the number your branch has, so you can’t ask for more than exist.
4
Repeat for other types
Select and set a quantity for each vehicle type the day calls for. Unchecking a type clears its quantity back to zero.
If this section says “No vehicles available for your branch,” there are no vehicles set up yet for your branch. You can finish the rest of the plan and add vehicles once they’re available.
Add the heavy equipment
The Add Heavy Equipment section works exactly like vehicles — you choose how many of each equipment type the day needs. Its prompt reads “Select how many items of each equipment type you need for this day.”1
Open Add Heavy Equipment
On the same day, open the 5. Add Heavy Equipment section.
2
Select a type and set the quantity
Click an equipment type to select it, then use the number stepper to set how many that day needs. As with vehicles, you can’t request more than your branch has.
3
Repeat for other types
Do the same for each equipment type the work requires.
If this section says “No equipment available for your branch,” there’s no heavy equipment set up for your branch yet — finish the rest of the plan and come back when it’s available.
Wrap up the day
Once a day has its work order, employees, vehicles, and equipment filled in, the day’s card flips from In Progress to Complete. Subcontractors are optional and don’t hold up completion. There’s also a 6. Add Daily Notes section if you want to leave the crew a note for the day.A day can be worked by your employees, by subcontractors, or both — but every day needs at least one employee or one subcontractor before the plan can be submitted.
What’s next
Build a plan
The full walkthrough of starting a plan, adding days, and working through each day’s sections.
Submit and approve
Send a finished plan for approval and track where it stands.