This improvement allows you to use Atlas to generate strategic capacity rules automatically, ensuring your availability matches seasonal demand without manual calculations.
What’s changing with Adaptive Capacity Strategic Rule Builder?
Previously, you had to manually select multiple conditions and calculate percentages to set capacity rules, which took time and trial and error. Now, you can type a command into Atlas, such as Reduce HVAC capacity by 20% in July. Atlas instantly builds the rule for you to review and apply. This helps you manage your schedule faster and with fewer errors.
Before and After
Before (Current)
Go to Settings
> Adaptive Capacity Settings > Strategic Rules.Click Create Rule.
Enter a rule name, activation period, and manually select specific Business Units, Job Types, Technicians, Zones, Technician Types, Tag Types, Skills, Shift Types, and/or Job Type Groups to create conditions for the rule..
Calculate the capacity percentage reduction or increase manually.
Save the rule and monitor the schedule to ensure it works correctly.
Impact: Creating rules is time-consuming and increases the risk of setting incorrect availability.
Try the current workflow in your account.
After
Go to Settings
> Adaptive Capacity Settings > Strategic Rules.Click Atlas.
Use Atlas to build a rule. For example, tell it to Decrease capacity for plumbing maintenance by 15% next week.
Review the rule that Atlas generates for you. Continue chatting with Atlas if you need to adjust the rule.
Save the rule to activate it.
Impact: You create accurate rules in seconds, ensuring your dispatch board reflects your true availability.
Test the changes in the NEXT environment.
Who uses this feature
Residential Service and Replacement, Commercial Service and Replacement
Administrators, managers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A manager tells Atlas to Decrease heating, ventilation, and air conditioning (HVAC) capacity by 20% during summer to account for longer repair times during heatwaves.
An administrator tells Atlas to Block all non-emergency Plumbing jobs on Christmas Day to automatically restrict booking availability for the holiday.
A manager tells Atlas to Increase capacity for generator installs by 15% during hurricane season to open more slots for high-demand work.
Commercial Service and Replacement
A manager tells Atlas to Reserve 30% of heating, ventilation, and air conditioning (HVAC) capacity for quarterly maintenance to ensure contract obligations are met without manual calculation.
An administrator tells Atlas to Reduce general capacity by 50% next week for the downtown office project to limit new bookings while technicians focus on a large site.
A manager tells Atlas to Increase refrigeration service capacity on weekends during summer to accommodate high-volume service calls from restaurants.
How to Prepare
Identify seasonal trends or upcoming holidays where you usually adjust capacity manually.
Confirm that your administrators and managers have access to Settings
> Adaptive Capacity > Strategic Rules through the following permissions:Access Adaptive Capacity Rules
Edit Adaptive Capacity Rules
Train your team to use specific, clear phrases when typing requests into Atlas.
Align on which specific job types or zones need rule adjustments for the upcoming season.