Automatic planning
The automatic planning creates a yearly plan – or any period from date to date. It takes qualifications, location distances into account and optimises routes: tasks go to the next suitable employee and to the next sensible property.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Planning 2.0
Plan a year – with qualification and distance
Tasks for assignments over the desired period. You check and take over – the control remains with you.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Functions
Everything for automatic planning
Planned features – as an example view, without live customer data. Part of ImmoTrack 2.0.
01
Year or period
From the whole year to any from-to dates.
Year or period
01From the whole year to any from-to dates.
Qualification & distance
02Skills and proximity to the property are deciding factors.
02
Qualification & distance
Skills and proximity to the property are deciding factors.
03
Route optimisation
Next employee, next property, fewer empty runs.
Route optimisation
03Next employee, next property, fewer empty runs.
Completion photo report
On-site proof · example
Suggest assignment
04You check and take over – the control remains with you.
04
Suggest assignment
You check and take over – the control remains with you.
Process
Three steps to the task
Set period
Choose year or from–to.
- Year or period
- Qualification & distance
- Route optimisation
Tasks Review
Qualifikation, Distanz und Route.
- Qualification & distance
- Route optimisation
- Suggest assignment
Übernehmen
Assignments bewusst freigeben.
- Route optimisation
- Suggest assignment
- Route optimisation
Set period
01Choose year or from–to.
Tasks Review
02Qualifikation, Distanz und Route.
Übernehmen
03Assignments bewusst freigeben.
Completion Photo Report
On-site proof · example
Your daily work
Less manual scheduling
Touren und Auslastung werden vorgeschlagen – Sie entscheiden, was in den Calendar geht.
How many properties do you want to plan over the period?
423
Sample assignments in the period
Example: about 423 tasks over the year – no live data.
Frequently asked questions
No – die Planung schlägt vor, Calendar und Tuesposition bleiben steuerbar.
Automated planning ist Teil of ImmoTrack 2.0 und in Entwicklung.
Yes – sign up for early access and contribute requirements.
Yes, all current functions remain available unchanged.
Yes – early access discussions feed into prioritisation.
Ersetzt das den Calendar?
No – die Planung schlägt vor, Calendar und Tuesposition bleiben steuerbar.
When is this available?
Automated planning ist Teil of ImmoTrack 2.0 und in Entwicklung.
Can I get early access now?
Yes – sign up for early access and contribute requirements.
Will existing functions be retained?
Yes, all current functions remain available unchanged.
Can I contribute requirements?
Yes – early access discussions feed into prioritisation.
Automatic planning: want early access?
Speak with us about Early Access and contribute your requirements.