--- title: "Simplify the Adaptive Capacity Strategic Rule Builder by using Atlas to create accurate capacity rules instantly" slug: "simplify-adaptive-capacity-strategic-rule-builder-using-atlas" tags: ["Area - Release Notes", "Role - All users", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement"] updated: 2026-07-11T14:39:49Z published: 2026-07-11T14:39:49Z canonical: "help.servicetitan.com/simplify-adaptive-capacity-strategic-rule-builder-using-atlas" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Simplify the Adaptive Capacity Strategic Rule Builder by using Atlas to create accurate capacity rules instantly This improvement allows you to use Atlas to generate strategic Capacity Rules automatically, ensuring your availability matches seasonal demand without manual calculations. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/simplify-the-adaptive-capacity-strategic-rule-builder-by-using-atlas-to-create-accurate-capacity-rules-instantly-image-ywyapfy6.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A21%3A25Z&se=2026-11-13T01%3A21%3A25Z&sr=c&sp=r&sig=7Aj4WmUWuqHu6%2BZu8%2BmsUjgXkoI0t1vFxEkTyLvlyro%3D) ### 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) 1. Go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/simplify-the-adaptive-capacity-strategic-rule-builder-by-using-atlas-to-create-accurate-capacity-rules-instantly-image-0z8d0b4y.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A21%3A25Z&se=2026-11-13T01%3A21%3A25Z&sr=c&sp=r&sig=7Aj4WmUWuqHu6%2BZu8%2BmsUjgXkoI0t1vFxEkTyLvlyro%3D) > Adaptive Capacity Settings > Strategic Rules**. 2. Click **Create Rule**. 3. 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.. 4. Calculate the capacity percentage reduction or increase manually. 5. 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.**](https://go.servicetitan.com/#/Settings/AdaptiveCapacitySettings/strategic-rules) #### After 1. Go to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/simplify-the-adaptive-capacity-strategic-rule-builder-by-using-atlas-to-create-accurate-capacity-rules-instantly-image-0abbxui9.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A21%3A25Z&se=2026-11-13T01%3A21%3A25Z&sr=c&sp=r&sig=7Aj4WmUWuqHu6%2BZu8%2BmsUjgXkoI0t1vFxEkTyLvlyro%3D) > Adaptive Capacity Settings > Strategic Rules**. 2. Click **Atlas**. 3. Use Atlas to build a rule. For example, tell it to *Decrease capacity for plumbing maintenance by 15% next week.* 4. Review the rule that Atlas generates for you. Continue chatting with Atlas if you need to adjust the rule. 5. 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.**](https://next.servicetitan.com/#/Settings/AdaptiveCapacitySettings/strategic-rules) ### 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 1. Identify seasonal trends or upcoming holidays where you usually adjust capacity manually. 2. Confirm that your administrators and managers have access to **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/simplify-the-adaptive-capacity-strategic-rule-builder-by-using-atlas-to-create-accurate-capacity-rules-instantly-image-x9nipq59.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A21%3A25Z&se=2026-11-13T01%3A21%3A25Z&sr=c&sp=r&sig=7Aj4WmUWuqHu6%2BZu8%2BmsUjgXkoI0t1vFxEkTyLvlyro%3D) > Adaptive Capacity > Strategic Rules** through the following permissions: 1. Access Adaptive Capacity Rules 2. Edit Adaptive Capacity Rules 3. Train your team to use specific, clear phrases when typing requests into Atlas. 4. Align on which specific job types or zones need rule adjustments for the upcoming season. ### Resources - [Use Atlas in Adaptive Capacity Strategic Rules](/v1/docs/use-atlas-in-adaptive-capacity-strategic-rules) - [Optimize Adaptive Capacity: Configure Strategic Rules](/v1/docs/optimize-adaptive-capacity-configure-strategic-rules) Configurable rules that define how many jobs or hours can be booked per technician, zone, BU, or day. **What it does:** Prevents over-booking by enforcing booking limits that reflect real operational constraints. **Also called:** Booking limits **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan’s real-time engine that tracks available technician time based on shifts, skills, zones, business units, and capacity rules. **What it does:** Manages booking availability so CSRs only book jobs when technicians truly have capacity, cutting over-booking and missed appointments. **Where to find it:** Settings › Adaptive Capacity. **Also called:** Live booking availability, Real-time capacity **Tags:** Scheduling Pro, AI-Powered [Learn more →](https://help.servicetitan.com/docs/adaptive-capacity-overview-learn-how-it-works) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)