Easy Automation Tech Sched

Easy AutomationTech Sched

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🎨 Customize Activity Colors

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⚙ Tech Configuration

Export your current team assignments, levels, and service settings as a JSON file. Import it on any copy of this tool — or host it at a URL for automatic loading.

Paste config JSON here

Config URL (optional — load from SharePoint or hosted JSON)

When set, the tool loads this config automatically on startup.

🔐 User Accounts

🔒 Change Log

When	User	Action	Details

➕ Add Job

Technician

Activity Type

Customer / Account

Start Date

Duration (days)

Day Length

Time (optional)

Notes

✓ Mark as Complete — removes this job & re-optimizes the schedule

For installs: also removes all linked prep. For prep: marks the project prep as done.

📥 Import Salesforce Install Report

Upload your Salesforce install report (.xls). The scheduler will automatically create install jobs (hours ÷ 8 per day) and prep jobs scheduled on weekdays before each install date.

📂

Drop your Salesforce .xls file here, or click to browse

Columns expected: Case Owner · Account Name · Subject · Install Date · Onsite Install · Est. Install Hours · Est. Prep Hours

Clear all existing jobs before importing

⚙ Configure Teams

Click a team button to assign each technician. Changes save automatically.

Start typing to search installs and prep…

Legend:

Onsite Install

Remote Install

Install Prep

Not working on project

Click any week to jump to it

Projects On Deck

🗑 Remove Service

➕ Add job here

📞 Place on Service

Full Day

AM (4h)

PM (4h)

🔧 Assign Prep Instead

🗑 Remove Service

✏️ Edit job

🔧 Delete Service & Assign Prep

🗑 Delete job