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Operations is where the day gets planned. Tia keeps a simple schedule of jobs against your leads and projects, knows who and what is free, and tells you the moment something is stuck. Ask “what’s on today?” and you get the day at a glance, without opening a planning tool.

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Today and what’s ahead

Start the day by asking Tia what’s in front of you.
  • Today’s jobs — “what’s on today?” lists every job scheduled for today, in your workspace timezone.
  • What’s coming up — “what’s on this week?” lists upcoming jobs, looking seven days ahead by default.
  • What’s stuck — “what’s blocked right now?” lists every project with an active blocker, and how many days it’s been stuck.
This is the same view that feeds your morning brief at 8am — today’s jobs and anything blocked are surfaced before you’ve asked.

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Scheduling work

The core of the seat: put work on a date, and tell Tia who’s doing it.
1

Name the work and the date

Tell Tia what to schedule and when — “schedule the Carpenco install for Thursday”. The job attaches to a lead or project from your Sales seat, so it carries the customer and the deal with it.
2

Add a time and a crew (optional)

Pin a start time and length, and say who’s on it — “schedule the Carpenco install for Thursday 9am, two hours, send Ravi’s crew”. Tia warns you if the crew or a resource is already booked elsewhere at that time, so you catch a double-booking before it happens.
3

Adjust as the week moves

Plans change. “unschedule the JBR Villa 4 site visit on Friday” clears that day. “add Sami to Thursday’s install” puts another hand on the job without touching the rest of the crew. “take Ravi off the Carpenco job” removes him alone.
A few things worth knowing:
  • Jobs hang off a lead or project — every scheduled job is tied to something in your pipeline, so the schedule and the deal never drift apart.
  • Crew is additive — assigning extra crew to an existing job leaves everyone already on it in place.
  • Double-bookings are a warning, not a wall — Tia flags the clash and lets you decide; sometimes you really do want the same crew on back-to-back jobs.

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Crew and resources

A resource is anyone or anything you schedule onto a job — a crew, a field worker, a vehicle, or a bay.
  • See what you’ve got — “who’s on the team?” or “list our resources” shows everything schedulable.
  • Check availability — “who’s free Friday?” before you commit a crew to new work.
  • Assign in plain language — “assign Ravi and the pickup to Thursday’s install”.
You don’t set resources up in advance. The first time you assign a name Tia doesn’t recognise — a new field worker, a second van — it’s created on the spot and ready to schedule next time.

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Blockers

When a job can’t move, flag it so it doesn’t quietly slip.
  • Flag a blocker — “JBR Villa 4 is blocked — waiting on the marble delivery” marks the project blocked with your reason.
  • Clear it — “JBR Villa 4 is unblocked” once the marble lands.
Blocked projects don’t rely on you remembering them. They surface in the morning brief every day they stay stuck, with the days-since count, so the longer something sits the harder it is to ignore.

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Where this lives in the app

Most scheduling happens in WhatsApp, but the same data is visible in the admin app: the schedule of jobs by date, your list of resources and who’s assigned where, and the blocked projects across your pipeline.

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What’s next

  • Sales — leads and projects are what jobs attach to; start there.
  • Personal assistant — see today’s jobs and blockers in the 8am morning brief.
  • How Tia works — the way Tia drafts, confirms, and remembers across seats.