Drag the β Ώ handle to reorder β top gets pool hours first each day. Use the small dropdown under Machine type to apply a template. Order date ("auto", dashed) keeps itself updated to when the shop could actually start the job β type a date to pin it as a fixed constraint, or click "βΊ Auto" to go back to auto-updating. Lead (days) and hours per task follow the linked template by default β type a value to override just that job (shown in red); click into an overridden number and press R to reset it back to the template value. A notes box appears under a job's hours whenever it has an override, to record why. Track each job's real-world stage using the Status dropdown in Build summary below β moving it past "Scheduled" turns its ORDERED block on the schedule from grey to confirmed.
Job #
Dealer
Customer
Machine type
Order date
Lead (days)
Hours per task
Task sequence
The shop tasks available and which resource pool each draws from. Add or remove steps freely β sequencing (what must finish before what) is set per job in the Jobs tab. Optionally set a backup pool β if that pool has spare hours left over once its own tasks are covered for the day, this task can draw on them too. Drag the β Ώ handle to reorder β earlier tasks get first claim on a shared pool each day.
#
Task name
Resource pool
Backup pool
Resource pools
Capacity is driven by headcount: employees Γ shift hours for that weekday, plus overtime if staffed. Set employees and shift length once below; use an override to change headcount for a date range (staff leave, a new hire, public holidays) β shift length and overtime rate stay fixed. Drag the β Ώ handle to reorder pools.