Overview
After you've learned how Adaptive Capacity works and determined your account setup, you can configure additional settings and rules to customize it. This gives you more control over how Adaptive Capacity works for your business.
With the help of Atlas in Adaptive Capacity Strategic Rules, you can more confidently build rules that optimize capacity planning.
Who uses this feature
Administrators, owners, and managers
Primarily benefits Residential Service and Commercial Service business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please reach out to your Customer Success Manager (CSM) to get access.
The following permissions are required to use this feature. Please contact the account administrator on your team:
Access Adaptive Capacity Rules
Edit Adaptive Capacity Rules
Things to know
Data and privacy: Atlas is powered by Titan Intelligence (TI). It may generate inaccurate, incomplete, or outdated responses. Verify details before acting and don't treat it as professional advice. Your conversations may be stored to improve the service. Avoid sharing sensitive information.
By using Atlas, you agree to use this feature responsibly, and further acknowledge and agree that any data collected will be used in accordance with our Privacy Policy and may be shared with third-party service providers.You can use Business Unit, Job Type, Job Type Group, Shift Type, Skill, Team, Technician, Technician Type, Trade, and Zone attributes to filter and organize Adaptive Capacity. To optimize capacity, configure these in a way that reflects your organization. For more, see:
For tag-based rules to work properly, tags need to be added to a job before clicking Get Adaptive Availability.
Best practices
Check your rule before saving it to make sure there are no issues. Atlas is Al-powered and can make mistakes. So while Atlas is a powerful and helpful tool, it still needs a human to review its output. Correcting Atlas will also help it improve over time.
Use cases
You want to create a rule to align Adaptive Capacity with your dispatch practices, but you feel the process is complex. To make things easier, use Atlas to guide you through rule creation and apply conditions.
Use Atlas to configure Strategic Rules for Adaptive Capacity
Go to Settings
> Adaptive Capacity > Strategic Rules.On the Strategic Rules screen that opens, click Atlas.
On the New Rule screen that opens, use Atlas to help build your rule.
For example, you could send a message that says After 5:00 PM, my technicians should only work on No Cool and No Heat jobs.
Atlas automatically fills out the rule based on your prompts, and lets you know if it found any issues or inconsistencies.
Continue the conversation until the rule is built to your liking.
Note: Check your rule before saving it to make sure there are no issues. While Atlas strives to provide helpful and accurate information, it may occasionally contain errors and you should review it before taking action.