Plan My Day Integration

Plan My Day is the scheduling/routing feature that complements the Jobs Map. This article explains the integration points and practical guidance for dispatchers who use both tools.

Shared data source

• Shared queries & filters: Plan My Day and the Jobs Map use the same job queries and filters, so both views show consistent job statuses, assignments, and locations. This reduces mismatch between scheduling and the map. :contentReference[oaicite:18]{index=18}

Routing & itinerary considerations

• Plan My Day is intended to support route planning and daily technician itineraries. When planning routes:
• Ensure each job includes a verified property address (or lat/lng) so routing engines can compute travel time correctly.
• Consider realistic slot durations and travel time between jobs when assigning multiple stops for a technician.

Map overlays & fit-to-technician (future enhancements)

• The Jobs Map and Plan My Day integration roadmap includes features such as route overlays (showing a technician’s planned route on the map), a “fit to technicians” option to center the map on active technicians, and export of visible jobs to CSV for dispatching reports. These enhancements improve the dispatch flow and reduce context-switching between tools. :contentReference[oaicite:19]{index=19}

Operational best practices

• Assign a single dispatcher for a set of routes where possible to reduce conflicting edits.
• Confirm property geocoding: If a property lacks coordinates the job will not appear correctly in routing — verify geocoding on property creation. :contentReference[oaicite:20]{index=20}

Troubleshooting routing discrepancies

• If a job does not route correctly, check:

1. The property has valid lat/lng.
2. The job’s scheduled time and status match the Plan My Day filters.
3. The map/Plan My Day data is up to date (refresh if needed).

Updated on: 10/01/2026