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PLAN ACTIONS

Your planned Actions.
Together in the Calendar.

See all planned Actions in a dated Calendar. Keep Actions independent or link them with dependencies. Create their details in Add/Edit Action, then review, filter and reuse them from their Action Cards.

Plan

Plan in the Calendar. Define in Add/Edit Action.

Set estimated duration, distance and fuel where relevant. Build each Action’s cost calculation from time, distance and fuel rates, plus fixed additions.

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Actual Plan Calendar screenshot with sample records. Not the Chiang Mai field demonstration.

Plan / 01

Choose an Action Template. Add your own fields.

Start with Drive, Load, Unload, Fuel and Break. Create your own Action Templates with the fields and colors you choose. Add Custom Fields to any built-in or custom template; fill them in when you create or edit an Action.

01 / ACTION TEMPLATE

Load

Action Template & color
CargoDropdown
Consignment referenceText field

02 / ADD / EDIT ACTION

Define this Action

Cargo
Cafe supplies
Consignment reference
CAFE-104

Choose the truck, driver, customer, site and planned time.

03 / CALENDAR ACTION CARD

Load

Load Cafe supplies at North Supply Depot

CM-01 · Niran Chai · Cafe Group

Consignment reference: CAFE-104

One Action to Plan, Track and Analyze.

Example of a built-in template with an added text field. The values are entered on the Action.

Plan / 02

Define the complete Action in one place.

Choose the Action Template, truck, operator, customer and locations. Enter Custom Fields, estimates and rates, and select Guidance. Save the Action to create or update its Calendar Action Card.

Actual Add/Edit Action screenshot with sample records. The displayed Action is independent.

Plan / 03

Read and use the Action Card.

See the plan and tracked result together. Use quick filters and the four commands, or tap the card to open Add/Edit Action.

Actual Drive Action Card from Site2 to Site3. Number 1 identifies its position in a dependent chain. Six quick-filter chips, planned and tracked rows, and Match, Delete, Duplicate, Add dependent and hide-button controls are shown.

Select a button on the card to see its explanation. Hover or select an explanation to find its control. This demo does not change app data.

To duplicate the full chain, start at its first Action. The duplicate contains fresh planned Actions, without the previous tracked results.

Actual app screenshot with sample records. Values and controls are unchanged; only explanatory highlights are added. Not the Chiang Mai field test or a savings result.

Plan / 04

Loading runs late.
Move the linked plan together.

An Action can stay independent. When one Action should follow another, link its start to the earlier Action’s end. In this three-Action example, extending Load shifts the dependent Drive and Unload without changing their durations.

Plan / Calendar3 linked Actions

Each dependent start is linked to the previous finish.

1Load

Cafe supplies · North Supply Depot

Planned09:42–09:5210 min
2Drive↳

North Supply Depot → Central Cafe

Planned09:52–10:0412 min
3Unload↳

Cafe supplies · Central Cafe

Planned10:04–10:128 min

Original plan: Load 09:42–09:52. Drive follows at 09:52; Unload at 10:04.

Interactive calendar example. Each dependent start follows the previous finish with no gap. Illustrative planned times.

Plan / 05

Create the same sequence on another date.

Copy a single independent Action or include its dependent Actions. Choose the new date and time, then review the plan. The previous tracked results are not copied.

Illustrative app-style screen · Not recorded operations

Plan / 06

Set estimates and cost rates for each Action.

Find comparable completed Actions. Review the available averages and sample counts before applying an estimate for time, distance or fuel. Set the rates and fixed additions for the Action’s cost calculation.

Actual Add/Edit Action screenshot showing planned inputs, rates, cost and the Guidance selector. Sample values unchanged.

Plan / 07

Keep important truck dates in view.

Set reminders for scheduled maintenance, insurance renewals and other truck-related dates. Choose a one-off date or a repeating schedule, and review what is due on the truck record.

CM-01 Box Truck (Demo)Truck reminders
2
Scheduled maintenanceEvery 30 days
Insurance renewalOn your chosen date

Illustrative reminder schedules. Manage reminders from the Trucks list.

YOUR NEXT WORKING DAY

Plan with context.
Track with evidence.
Analyze what changed.

Bring your next working day through one connected workflow.

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