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Open Settings → Business Info → Capacity Planning. The tile appears only when Capacity Planning is enabled and your role has access to it.
Several controls on these pages apply only when the team’s Capacity Source is set to Avoca Capacity. The dashboard shows a banner when another source is active.

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Understand the tabs

  • Capacity shows technician capacity by date and window. Use its filters to review the relevant business-unit group and inspect the calculation before making a manual adjustment.
  • Quota View shows quota fill and availability when that rollout is enabled for the team.
  • Test saves representative job type, business unit, service area, and tag combinations and previews the slots a customer would see now.
  • Business Unit Groups organizes CRM business units and sets the group’s base capacity.
  • Rulesets applies percentage adjustments to capacity when configured conditions match.
  • Drive Time adds supported travel-time behavior when enabled.
  • Tag Skills connects job tags to technician skill logic.
  • Notifications chooses the team timezone and report-delivery hours.
  • Settings contains the capacity-source and calculation options available to your team.
Capacity Rulesets are active capacity controls. They are unrelated to the deprecated Rulesets tab under Fees.
  1. Confirm the intended Capacity Source in Settings.
  2. Create and review Business Unit Groups.
  3. Configure technician and tag-skill inputs used by the calculation.
  4. Add the minimum necessary capacity rulesets and leave speculative rules disabled.
  5. Save common scenarios in Test and compare the returned availability with the expected result.
  6. Review Capacity for the next several operating days.
  7. Configure report times in Notifications and verify recipients’ Capacity Report Email preference under Employee Contacts.

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Make manual adjustments carefully

Before changing a capacity cell, open its details and understand the base capacity, booked work, rule adjustments, and any existing manual adjustment. Record why the change is needed and avoid using a manual adjustment to hide a broken CRM mapping or ruleset.
Capacity controls the appointment windows Avoca can offer. Test one combination that should be available and one that should be unavailable after every material change.
If the Capacity page appears empty, check the selected date and filters, CRM technician and appointment data, business-unit grouping, active capacity source, and enabled rulesets before adding capacity manually.