Planning guide
How to plan your team's week when every day looks different
Start with the visits that repeat, then check each day against the people actually available. Keep changes, access needs and lunch breaks beside the jobs they affect. Review the whole week by team before sharing it, and give everyone a clear place to check the latest plan when a customer or crew member needs a change.
Updated
Start with the visits that repeat
Write down each customer's agreed visit rhythm before adding exceptions. Keep the next agreed date, expected duration and usual team together. A recurring visit is a starting point for the week; it still needs checking against leave, customer requests and changes at the site.
Look at the coming week as a whole before filling gaps. If a visit has moved, check the surrounding jobs too. A free space on the calendar does not tell you whether the people assigned to it can reasonably do the work.
Check the people for each day
Review availability day by day rather than assuming the usual crew will always be there. Name who is working, who is covering and who needs a handover. Make any uncertainty visible before the week is shared, so a proposed arrangement does not become an accidental commitment.
- Match the day's jobs with the people expected to attend.
- Check leave and cover before adding more visits.
- Agree who will check changes received during the day.
Include the parts between visits
Leave room for travel, access arrangements and lunch when you organise the day. Ask the team whether the sequence is workable instead of treating every unfilled space as spare capacity. A useful plan describes the day people will actually work, including the pauses between jobs.
Keep day-wide information separate from instructions for a single visit. If an issue affects the whole day, make it easy to find without opening every job. If it affects only one customer, put the detail with that visit.
Share the plan and check exceptions
Before the week begins, read through each team's day from start to finish. Confirm any uncertain visits with the customer and tell the crew where to check the current plan. Keep an agreed routine for updating the schedule when a visit moves.
At the next review, focus on what changed: a different crew, an extra visit or a customer who is away. Keep the recurring pattern as the base, while checking each exception on its own terms.
How JobNest handles this
Available on Growth and up.
JobNest's calendar supports weekly, fortnightly, every three or four weeks, monthly and custom recurrence. Team tabs show job counts, and the names beneath each day show the daily roster. Future days without a saved roster project the default crew, so check that projection against actual availability.
All-day notices hold day-wide information, and lunch breaks are set by team and day. Teams and daily rosters are available on Growth and up. Use the calendar review to check the recurring visits alongside the people expected to do them.