Planifica el trabajo de tu equipo con el planificador de CheckOP

Planning your field team's week in a spreadsheet and then creating tasks one by one takes hours. And at the end of the period, it is hard to know what got done and what did not.

Now you do it all in one place.

The Benefit

With the Planning module, each period's plan lives inside CheckOP: you schedule each owner's clients on a calendar, tasks are created in bulk when you publish, and progress is tracked without building separate reports.

How does it work?

1. Create the period. Set the dates, the owners and the maximum clients per day, then open it to start scheduling.
2. Schedule. In the Scheduling tab, place each owner's clients on the calendar, from the list or the map, with the form, subprocess and service for each visit. If a day goes over the limit, CheckOP lets you know.
3. Publish. When you publish the plan, CheckOP creates the tasks.
4. Track. In Summary you see who has scheduled and who still needs to publish. In Compliance you compare what was scheduled with what was executed.

The period moves to In progress and Closed on its own, based on its dates. And if you need it, you can also schedule each visit with an exact time and duration, while seeing the owner's calendar.