Make "Snag fix, 3h" a template?
You created this block by hand 14 times in October, always for a Field Technician with Carpentry. A template lets auto-plan fill it for you.

Site visit

2hAssignment
Flexible, 09:00 to 19:00
Repeats
On demand · booked from ZetCRM scheduler
Roles
Sales ExecutiveSenior Sales Executive
Skills
Site visits
Rule
30 min travel buffer
Used in
ZetCRMScheduler booking pages
ZetCRMDeal stage: Site visit
ZetPlanSchedule and auto-plan
DNRKAM
46 booked this month

Handover

4hAssignment
10:00 to 14:00
Repeats
At project milestone "Ready for handover"
Roles
Site EngineerProjects Lead
Skills
HandoverSnagging
Rule
Needs 2 people
Used in
ZetWorkP-103 · Skyline One penthouse
ZetFieldInspection jobs
ZetPlanSchedule and auto-plan
APVR
9 booked this month

Office day

9hShift
09:30 to 18:30
Repeats
Weekly · Mon to Fri
Roles
Any employee
Skills
Any
Rule
1h lunch unpaid
Used in
ZetPeopleAttendance policy · Mumbai
ZetTimeDefault timesheet hours
ZetPlanSchedule and auto-plan
AMDNRKIS
182 booked this month

On-call

12hOn-call
08:00 to 20:00
Repeats
Weekly rotation · Sat and Sun
Roles
Field TechnicianService Manager
Skills
ElectricalPlumbing
Rule
1.5× pay rate for on-call hours
Used in
ZetFieldEmergency jobs (P1 SLA)
ZetTimeOvertime rules
ZetPlanSchedule and auto-plan
SKISKS
8 booked this month

Installation

6hAssignment
09:00 to 15:00
Repeats
Per job that needs installation
Roles
Field Technician
Skills
CarpentryElectrical
Rule
Parts picked day before
Used in
ZetSalesOrder line flag: Needs installation
ZetFieldInstallation jobs
ZetPlanSchedule and auto-plan
SKKS
17 booked this month

Inspection

3hAssignment
Flexible
Repeats
Monthly per active site
Roles
Site Engineer
Skills
Inspections
Rule
Checklist: Pre-handover v3
Used in
ZetFieldInspection jobs
ZetWorkP-101 · Green Meadows
ZetPlanSchedule and auto-plan
AP
12 booked this month

Minimum cover this week

People needed per day for recurring templates. Gaps go to the open shifts tray.

TemplateMonTueWedThuFriSatSun
Office day · 9h
5/55/54/55/55/5··
On-call · 12h
·····1/10/1
Site visit · 2h
2/22/22/21/23/34/43/4
Installation · 6h
1/11/12/21/21/1··
ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
Invite people Change plan or seats
Workspace pages
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