Maintenance Planner: Streamline Maintenance Scheduling & Reclaim Your Day

Last updated: August 11, 2026

Scheduling maintenance shouldn’t require juggling multiple calendar views, manually calculating labor hours, or reacting to schedule conflicts after they happen. The updated Resource Planner consolidates your entire planning workflow into a single, visual hub—cutting mechanics' scheduling time by up to 4 hours per day.

What’s New?

1. Intuitive Triage Panel & Drag-and-Drop Scheduling

  • Effortless Work Allocation: Access unassigned dispatches, unlaunched work orders, upcoming PMs, and overdue items directly from the triage panel. Drag tasks straight onto a technician’s schedule, or quickly pull them back to triage when priorities shift.

  • Flexible Reassignment: Easily drag tasks back to triage or reassign them to a different technician in seconds.

2. Comprehensive Timeline & Flexible Scope

  • Unified Scope: View your entire team or filter by specific trades in a single view. While smaller screens comfortably display up to 8 resources side by side, you can load as many team members as you need without restriction.

  • Timeline Gantt Chart: Gain full visibility from granular daily schedules up to a full month in advance. Easily track launched dispatches, scheduled work orders, and predicted PMs—even before a dispatch is launched.

3. Smart Capacity Management & Coverage Adjustments

  • Seamless Off-Shift Adjustments: Leverage existing technician "Unavailable" statuses directly within the planner to account for time off or shift changes, ensuring work is scheduled only when labor is ready.

5. Surface Late Items & Grouping Options

  • Overdue PM Tracking: Late and overdue tasks appear right in the main planning view, eliminating the need to run extra reports.

  • Machine & Equipment Grouping: Group schedules by equipment to align preventative maintenance with operational uptime.

  • Trade Filtering & Custom Views: Filter by specific trades and save custom view preferences for instant access to your team's most-used layouts.

Value Across Your Entire Team

  • Maintenance Planners: Plan weeks ahead, balance capacity across labor hours, and eliminate manual scheduling tasks.

  • Maintenance Supervisors: Make rapid daily or shift-level adjustments and assign urgent dispatches on the go.

  • Technicians: Access a clear, conflict-free view of assigned tasks to start every shift with confidence.

Creative Workflows from Our Beta Users

  • Shop Floor Dashboards: Display the Gantt chart on screens across shop floors and assembly lines to keep teams aligned on daily operations.

  • Classic Dispatch Alternative: Use the planner as your primary hub for managing active work orders with expanded context.

  • Custom Home Page: Set the Resource Planner as your default startup page upon logging in for immediate daily access.