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The office drops its monthly worklist spreadsheet on the planning page and gets a proposed day-by-day plan for the month: objects matched to master data, visits grouped by location, real driving times between stops. Nothing is written to the live schedule until a human reviews and applies it, and every run keeps progress and history.

What ports as-is

  • The propose-then-apply schedule model (proposed rows carry their run and stay out of live views until applied)
  • The durable background run pipeline (queue, worker, progress tracker, diagnostics)
  • AI extraction of an arbitrary spreadsheet layout
  • The object resolver
  • Travel-time and proximity services
  • The review screens with run history

What we build for you

  • The worklist columns and the buyer's own object numbering
  • Matching rules and thresholds
  • Working-day and slot defaults
  • The maps API key
  • The review policy for unmatched rows