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Work Order Capacity Management preview

Work Order Capacity Management

This app gives supervisors a real-time view of team capacity by grouping active work orders by technician. Use it to spot overloaded team members, identify unassigned work, and reassign work orders without leaving the app. When to use: During daily planning, standups, or when responding to a surge in open work orders. How to use: 1. The dashboard loads automatically — no setup needed. 2. Use the Filters panel to narrow results by status, role, priority, location, or due date. 3. Adjust the Overload Threshold (in Filters → Settings) to define when a technician is flagged as overloaded. 4. Click any technician name or "View WOs" in the Capacity Table to see their full work order list. 5. Use the Reassign button inside the panel to move any work order to another technician. 6. Hit Refresh to pull the latest data from UpKeep at any time.