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Introduction to Planner

Learn more about the Onetrace Planner and it's features.

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Written by Onetrace
Updated yesterday

The Onetrace Planner is a visual scheduling tool built to help you plan projects, manage teams, and keep everyone in sync. It moves away from complex spreadsheets and fragmented communication, providing a single place to coordinate your workforce and track their progress in real time.


Visibility and coordination

The Planner gives you a clear overview of your team’s schedule, allowing you to move operatives between projects in seconds. Because it’s hosted in the cloud, any changes you make are reflected instantly on the mobile app, ensuring your field teams always have the most up-to-date information when connected to a data or wifi signal. This eliminates the need for manual updates or site visits to check on a project's status.

Planner allows you to organise your schedule in a way that makes sense for your business. You can create custom views to filter information by what’s most important:

  • Project views: See all operatives assigned to a specific project to track overall progress.

  • Operative views: Focus on an individual’s week or a specific team’s availability to manage workloads.

  • Flexible search: Create a view by searching for clients and teams to get a high-level overview or dive into the details.

Streamlined site operations

By connecting the office to the site, the Planner helps reduce downtime and admin headaches.

  • Operative schedules: Teams can see their daily and weekly tasks directly on their devices, supporting handovers between different teams on-site.

  • Quick start jobs: Work can be launched straight from visits, allowing operatives to get started faster with site-specific instructions.

  • Integrated navigation: Built-in maps and directions ensure your team arrives on time and at the correct location.

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