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Guide 31

Spot a double booking and fix it

Catch a double booking two weeks before it happens

The problem

You promised someone to a Tuesday install. Two weeks ago you put him on another job for the same days. Nobody notices until Tuesday morning.

What Zeus does

The Work Board counts every person on two jobs on the same days and marks the clash on the Planner. Unlock the bars, slide one job, lock again.

Do this

Start on Project & Resource Gantt

  1. Work Board · View Board

    Dylan booked on two jobs

  2. Planner

    On the Planner, each clash gets a mark

    Look at Beacon Hill Retail Ltd. · Egress Window Install

    Spot a double booking and fix it, Planner
  3. Bars Locked

    Unlock the bars

  4. second job's bar one week later

    The second job's bar one week later

  5. back

    Dylan Fournier

    Look at Dylan Fournier

  6. Planner

    Double booked drops to four

    Look at DOUBLE BOOKED

  7. Bars Locked

    Lock the bars again

You now have

The clash is gone, caught before it cost you a client.

All 7 guides in Planner, site records & opportunities