Help Center

Teams are groups of agents that work together on jobs.

• Create Teams: Go to Settings → Teams to create and manage teams Open in app
• Assign Teams: Assign teams to bookings for better organization
• Team Colors: Each team has a color for easy identification on the calendar
• Team Bookings: Jobs assigned to teams can be picked up by any team member

Agents are your field staff who perform jobs at client locations.

• Add Agents: Go to Settings → Agents to add new team members Open in app
• Agent Profiles: Each agent has contact info, skills, and availability
• Assign Agents: Assign specific agents to jobs or let teams handle assignments
• Agent Dashboard: Agents can view their assigned jobs and update status

Services are the types of work or jobs you offer.

• Create Services: Go to Settings → Services to add new service types Open in app
• Service Details: Set duration, price, and description for each service
• Service Categories: Organize services by type (residential, commercial, etc.)
• Pricing: Set different prices for different service types

Custom Fields let you add specific information to bookings.

• Create Fields: Go to Settings → Custom Fields to add new fields Open in app
• Field Types: Text, number, dropdown, checkbox, date, and time fields
• Booking Fields: Add fields like "Quantity", "Site Details", "Special Instructions"
• Task Fields: Add fields to tasks for detailed job tracking
• Required Fields: Make certain fields mandatory for bookings

Bookings are your scheduled jobs or appointments.

• Create Bookings: Click "New Booking" to schedule a job Open in app
• Recurring Bookings: Set up weekly, monthly, or custom recurring schedules
• Booking Status: Track jobs from Pending → Scheduled → In Progress → Done
• Customer Info: Store customer details, addresses, and contact information
• Booking Notes: Add special instructions or notes for each job

Tasks break down bookings into specific steps.

• Create Tasks: Add specific tasks to each booking
• Task Templates: Create reusable task lists for common jobs
• Task Status: Mark tasks as Open, In Progress, or Done
• Required Tasks: Set certain tasks as mandatory
• Task Order: Arrange tasks in the order they should be completed

Calendar View shows your scheduled jobs visually.

• View Modes: Switch between Month, Week, Day, and List views
• Drag & Drop: Move bookings to reschedule them
• Color Coding: Teams are color-coded for easy identification
• Filtering: Filter by team, agent, or status
• Quick Actions: Click on bookings to edit or view details

Schedule View manages recurring booking templates.

• Master Bookings: Create templates for recurring jobs
• Frequency Settings: Set weekly, monthly, quarterly, or yearly schedules
• Auto-Generation: System automatically creates individual bookings from templates
• Bulk Management: Edit all instances of a recurring booking at once
• Pattern Management: Set specific days for weekly recurring jobs

Reports help you track business performance.

• Booking Reports: View completed, pending, and cancelled jobs
• Team Performance: Track which teams complete jobs on time
• Customer Analytics: See your most frequent customers
• Revenue Tracking: Monitor income from different service types
• Export Data: Download reports in various formats

Get the most out of Action Plan:

• Use Custom Fields: Add fields like "Bin Count" or "Garden Size" for better job tracking
• Create Task Templates: Save time by creating reusable task lists
• Set Up Teams: Organize your staff into teams for better job distribution
• Use Recurring Bookings: Automate scheduling for regular customers
• Regular Updates: Keep booking statuses current for accurate reporting

Need Help? We're here to assist you!

• Email Support: support@action-plan.co.za
• Questions: Ask us anything about using Action Plan
• Suggestions: We'd love to hear your ideas for improvements
• Bug Reports: Let us know if you encounter any issues
• Feature Requests: Tell us what features you'd like to see

Response Time: We typically respond within 24 hours during business days.