Create a plan

To plan the tasks at locations:

1. Make sure you have set up:

   • Phones module (specify the devices used).
   • Users module (setup manager users).
   • Locations module (specify the Employee name for each location).
2. For each task, create a service (Define > Services > Add new) with the following settings:

   • Service name
   • 
   • Scheduled task – Turn on scheduling for the service.
   • 
   • Default frequency – The interval with which the service should be performed, for example every 30 days.
   • Depending on your system settings, there may be a time window within which the task should be completed. For example, if the window is ±2 days, the service can actually be provided in 28-32 days.
   • Also, the system settings define how the next task date is calculated, see the fixed and floating schedule types.
   • 

3. When the employee arrives at the location and completes the task, they choose the service in the app and fill in the report. The next visit of this employee to this location is then calculated automatically.

To view the schedule of location visits calculated automatically, go to the Calendar > Locations calendar or Calendar > Employee calendar page.