Start with a synchronized roster
- Connect Jobber and refresh a representative working day.
- Open Settings → Company settings and confirm Company name and Company time zone.
- Open Capacity definitions. Classify the synced roster, including office staff and synthetic markers.
Screenshot coming soonSettings menu and configuration orderAn annotated product screenshot will be added here.
Choose independent capacity sources
- Open Required Capacity and choose Staffing markers or Job custom field. Save changes.
- Open Waitlist Configuration. Choose how to identify waitlisted jobs, then how to determine their capacity. Save changes.
- Optionally choose a Work type field. Its existing values are displayed directly without a second mapping.
Screenshot coming soonRequired and waitlist configuration overviewAn annotated product screenshot will be added here.
Review before inviting colleagues
- Check a committed visit, a waitlisted visit and the eight headline KPIs. Resolve incomplete classifications and mappings.
- Compare Agenda, Tile and Compact; verify the selected date and company time zone.
- Invite synced team members through User management and assign Admin only where configuration access is needed.