Purpose

As a production manager, you will be able to inform and provide your crews with a list of all the materials that are needed and that will be delivered on a per-visit basis when a Work Ticket contains more than one visit by using the Daily Plan Report in the Purchasing module.

You can view and manage the number of items needed for a day of work and account for items delivered during a visit in Aspire and in Crew Mobile with the Daily Plan Report!

As a crew leader, you can view the daily plan directly from the Visit Details screen in Aspire and the Daily Plan section of Crew Mobile. The current daily plan in Crew Mobile will display materials needed for a Work Ticket Visit. In contrast, previously, it displayed all the materials needed for a Work Ticket, even if multiple visits were included.

✅View Purchasing needs to be enabled to view the Daily Plan Report.

✅ Edit Daily Report needs to be enabled to modify the Daily Plan Report.

✅View Reports and View Audit Report permissions should be added to your user role to view Daily Plan Report Audits.

📌Note: If you are a Branch Admin with Enhanced Branch Security enabled or your user role is assigned to a specific branch, you will only see daily plan report information associated with your assigned branch.

✅To turn on the Daily Plan for your Routes in for Crew Mobile, you will need to have either Edit Routes or View Routes permission added to your user role.

✅To use the Daily Plan feature for Crew Mobile, you must have the Show Daily Plan feature turned on for each Route in the Scheduling module.

The Daily Plan Report tab is found in the Purchasing module.

📌Note: By default, items needed for a visit is grouped by Visit Date and Route in ascending order.

The Quick Filters on this tab allow you to filter and display information according to visit day.

Available filters to use on the Daily Plan Report tab are:

When using the System Default list, the date you see will reflect the current day unless you manually update the date within the calendar.

You can also select Today's Scheduled Visits or Tomorrow's Scheduled Visits under the System Default list, or add your own filters and displays and save a new list.

The default display columns on the Daily Plan Report are grouped by Scheduled Visit Date, and Route. Important display columns available are Quantity Needed, Quantity Remaining, Daily Plan and Daily Delivered.

📌Note: When the value in this field is less than zero, the cell will appear with a red highlight so that you know the amount must be reconciled.

The following two columns are editable and can be altered by Production Managers that are preparing items for their work that day.

The Daily Plan column is the number of items a crew needs for a scheduled visit. The Daily Delivered column displays the number of items delivered at a job site.

📌Note: Work Tickets with more than one visit scheduled will display a default value of zero in the Daily Plan field.

To easily recognize Work Tickets that contain one visit, if there is only one visit scheduled for a Work Ticket, the Daily Plan and the Total Quantity Needed field reflect the same value.

You can customize the columns displayed in the Daily Plan Report and print or export as needed under the horizontal 3 dot menu.

Another location you can review the Daily Plan Report is in the Scheduling module within the Visit Details screen.

If you click on an item listed on the Daily Plan in this window, you’ll be redirected to the Daily Plan Report screen to make changes.

To use the Daily Plan feature in Crew Mobile, you must have the Show Daily Plan feature turned on for each Route in the Scheduling module.

Now your Crew Leaders will be able to see and use this screen when working with Crew Mobile!

The Daily Plan items appear in Crew Mobile for your crews to see what has been delivered, and will need to be delivered to their job sites for the day.

Items highlighted in red indicate items to be delivered or items that have been delivered to the job site.

📌Note: You do not need to clock in to see the Daily Plan.

In Aspire Mobile, the Daily Plan page is the first screen seen after logging in. The Daily Plan in Aspire Mobile has changed to read-only access to include materials, work tickets, and indirect services.

Crew Leaders can review the tickets for the day, scan the materials list to see what has been delivered to their job sites for the day as well as review the Properties your crews are servicing.

The Daily Plan screen has clickable sections that lets crew leaders review:

The Tickets tab displays a list of tickets for the route the crew leader is on. This gives the Crew Leader a quick overview of what tickets their crew will be servicing that day. Issues relating to the properties on that day’s schedule will appear first to review.

Clicking on one of the tickets here will redirect crew leaders to the job details screen to begin work if need be.

This is especially helpful when doing address lookup of a property, and even using your device GPS to navigate to each site.

By clicking on your first ticket of the day, an arrow icon displays the address of the property based on Google Maps. This is helpful when needing GPS directions to a property for the first time, or if you have new employees that haven’t been onsite before.

The Materials tab allows crew leaders to view materials estimated to the job. The materials list first appears on the Daily Plan screen and is read only. The reason this Materials tab is read only is because it’s simply for helping your crews load their equipment or materials for the day.

📌Note: If you need to allocate materials, you would need to drill into the work ticket details under Tickets. Allocations made on work tickets will also appear on the Daily Plan Report, just like for Crew Mobile!

📑If you want to read about allocating in Aspire Mobile, click here.

The Indirect Services tab displays a list of the indirect services from the day’s work tickets. This section is helpful to track your crew’s non-job related activities, like Shop Time or Drive Time.