Assigning tech working capacity

Capacity tells PSS how many hours each technician can work each day of the week. The Calendar Heatmap (section 3.7) and Geo-Scheduler (section 3.8) use capacity to color-code days that are over-booked, partially booked, or wide open.

PSS supports three capacity layers per technician, applied in order of specificity:

• General Work Capacity — the default per-day-of-week hours (Sunday through Saturday). This is the baseline.
• Upcoming Capacities — date-bounded overrides for specific future periods, used for vacations, reduced summer hours, or seasonal boosts. An Upcoming Capacity takes precedence over General Work Capacity for any date inside its range.
• Past Work Capacities — overrides whose date range has already ended. Kept for record-keeping; you can delete them individually or with Delete All.

To set General Work Capacity:

1. Go to Team in the sidebar.
2. Click the technician’s name.
3. Click Edit.
4. Scroll to General Work Capacity.
5. For each day of the week (Sunday through Saturday), set the work hours using the time picker in H:mm format. Leave a day blank to keep it as Not Set.
6. The form continuously displays the running Total: X hours for the week so you can sanity-check the load.
7. Click Save.

To add an Upcoming Capacity (for example, a vacation or a temporary schedule change):

1. From the same edit view, scroll past General Work Capacity to the Upcoming Capacities section.
2. Click + Add New.
3. Configure:
   • Date Range — the From and To dates the override applies to.
   • Sunday through Saturday — the override hours for each weekday within the range. Use 0:00 to mark a day fully off.
4. Click Done, then Save the team member. During the date range, this entry overrides the general one; outside the range, capacity returns to the General Work Capacity defaults.