Overview
The Capacity Calendar can now track up to 10 capacity metrics (previously only a primary and secondary). You choose up to three to show on the monthly calendar, and every metric appears on the Capacity Calendar day view and the Dispatch day view. Multi-branch companies also get project type locks grouped by company.
In this article, you'll learn how to:
- Set up your capacity metrics
- Choose what shows on the monthly calendar
- Read capacity on the day view and in Dispatch
- Lock project types by company (multi-branch)
Set Up Your Metrics
- Go to Settings → Operations → Calendars.
- In the Metrics panel, click Add Metric.
- In the Add Metric drawer, set:
- Metric Type: what gets counted, such as crew committed, trucks dispatched or total jobs
- Time of Day: All Day, AM Only or PM Only
- Crew Position: for metric types that count one position, such as Driver
- Save. Repeat for up to 10 metrics.
- Drag rows to set the order metrics appear in on the day views.
- Badges mark the Primary, Secondary and Tertiary metrics.
- Each row's menu has Edit and Delete. The primary metric can't be deleted until another metric takes its place.
Choose What Shows on the Monthly Calendar
In the Capacity Calendar panel on the same settings page, choose a Primary Metric (required), and optionally a Secondary Metric and a new Tertiary Metric.
A metric already used in another slot is greyed out. Clearing the secondary also clears the tertiary. The monthly view shows only the slots you fill.
On Moves → Capacity → Month, each day shows the tertiary metric under the secondary. Hover over a number to see which metric it is.
Day View
Go to Moves → Capacity → Day. The day view now lists every metric you've set up, in the order of your Metrics list, above the day notes. Each card is shaded by how full the day is:
- White: under 70%
- Orange: 70% or more
- Red: 90% or more
On a phone, metrics and notes are on two tabs: Capacity and Notes.
Capacity in the Dispatch Day View
On Dispatch → Calendar → Day, the right panel has a new Capacity section with the same metric cards for the day you're dispatching. There's no need to switch to the Capacity Calendar to check whether a day can take another job.
Project Type Locks (Multi-Branch)
In the Dispatch day view, the Project Types section now groups project types by company. Your company comes first and is expanded; each franchise has its own collapsed group.
- The lock on a group header locks sales for every project type in that company in one click.
- The lock on each row still locks a single project type.
- Collapse all / Expand all appear when there's more than one group, and your browser remembers which groups are open.
FAQ
My capacity numbers look different.
Check which metrics are in the Primary, Secondary and Tertiary slots under Settings → Operations → Calendars. Your previous two metrics were kept as Primary and Secondary.
Where do I adjust mover or crew availability?
Capacity metrics count what's committed and available; individual crew availability is still managed in crew schedules.
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