Weekly view of fitter, surveyor, service, and diary workload.
Workload planning
See who is free, busy, or overloaded before the week gets away from you.
The workload planner shows assigned work, unassigned work, and staff capacity across fitting, surveying, service, and diary tasks so planning decisions are easier to make.
Workload planning
Panexis
Review
Assign
Balance
Book
Deliver
How it helps
Simple tools for the work your team already does.
Unassigned work stands out before it becomes a problem.
Busy and overloaded staff are easier to spot at a glance.
Useful alongside the fitting schedule and shared diary.
Workflow
See the path at a glance.
The aim is to make the next step obvious, keep the details attached to the job, and stop important work disappearing into inboxes, paper notes, or spreadsheets.
1
Review
2
Assign
3
Balance
4
Book
5
Deliver
Who it helps
Built for real window and door teams.
Install managers
Schedulers
Survey teams
Directors
Next step