RecurSyncPlanned workflow
Review four planned visit stages.
Review the intended path. No schedule or record is created here.
Stage 1 of 4
Review the repeat plan
Confirm the client, service location, time zone, work pack, and every proposed visit before saving.
- Owner-reviewed schedule
- Exact service location and time zone
- Visible due and preparation windows
Example · nothing savedPlanned pilot illustration
This explains the planned pilot workflow. It is not a RecurSync product screen.
Details reviewed before savingClient, location, time zone, and visit windows
The planned workflow reviews the proposed work details and timing before any schedule or record is created.
Review current TeamSync TeamSync supports current shared work; it does not add RecurSync scheduling.