Maintenance Planner: Streamline Maintenance Scheduling & Reclaim Your Day

Last updated: July 31, 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: Drag unscheduled dispatches, unlaunched work orders, and upcoming PMs directly onto a technician’s schedule.

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

2. Comprehensive Timeline & 3-Week Scope

  • Unified Scope: View up to 8 resources' daily and weekly workloads side by side (from 3 days up to 3 weeks) without endless scrolling.

  • Timeline Gantt Chart: Gain full visibility into launched dispatches, scheduled work orders, and predicted PMs—even before a dispatch is launched.

3. AI Planning Agent & Smart Automation

  • Automated Scheduling: Leverage auto-scheduling suggestions, smart presets, and bulk AI recommendations. You retain full control to preview, adjust, and accept recommendations before applying them.

  • Instant Conflict Resolution: Identify overbooked technicians or overlapping schedules instantly, and resolve issues in two clicks or fewer.

4. Smart Capacity Management & Coverage Adjustments

  • Capacity Indicators & Rules: Set labor capacity limits across your team or trades to prevent technician burnout and double-booking during both manual and AI-assisted scheduling.

  • Seamless Off-Shift Adjustments: Mark sick or off-shift technicians as unavailable. The system automatically flags orphaned hours so you can reassign work immediately.

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.