PlanIt EPOS · Diary & Fitting Teams

See what's booked in the Diary

What does this do?

The Diary is a month calendar of every survey and fitting the shop has booked, with a Next 14 days list underneath so you can see at a glance who is going where, when and with which fitter.

How to use it

  1. From the ☰ menu choose Diary.
  2. Use ‹ and › to move between months, or Today to jump back to this month.
  3. Each entry is coloured by its fitting team, so you can see which crew is out that day.
  4. Scroll down to Next 14 days for a plain list showing Date, Time, Type, Customer, Phone, Fitter and Address.
  5. Tap any entry to open it, copy its details or change the date.
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Related guides

Add a fitting date to a sale that had none

When flooring was sold without a fitting date and the customer rings back with one, you can book it straight onto the original sale. The booking goes in the Diary and Customer Orders and can email the customer their appointment.

Diary & Fitting Teams

Add the customer and job details to a sale

Customer & job details record who the sale is for, what the job is and when it is needed. A fitting date puts the job straight in the Diary; flooring with no date waits in Customer Orders.

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Customer order statuses explained

Every customer order has a status that says where the job is, from not yet ordered to collected or fitted. Moving it along keeps the list honest and tells the whole shop what needs doing next.

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Track an order from supplier to fitting

Customer Orders is the list of jobs waiting on something: stock from a supplier, a fitting date, a collection or a delivery. Each order tracks the supplier, when it is expected, its status and the money still owing.

Customer Orders

Set your own job statuses for fitters

The steps a fitter taps through on a job are yours to set. Add stages like Uplift done or Prep complete so the till tells you exactly where a job is.

Fitter App

Add a fitting team

Fitting teams are your crews. Each team gets its own colour, and every fitting booked to that team shows in that colour on the Diary and the fitting calendar, so you can see who is out where.

Diary & Fitting Teams
Questions this guide answers
  • Where do I see upcoming fittings?
  • How do I see what surveys are booked this week?
  • What does the Diary show?

Last updated 2026-09-03 · Direct link for this feature