Display Future Holdovers on the Prioritization Screen
Mike Bealer
Our shop uses the Prioritization screen as our primary production board and workload planning tool.
Currently, future appointments appear correctly on the Prioritization screen, even when the vehicle is not on-site, using the existing off-site indicator. However, future holdovers do not appear at all, even though they represent labor that has already been planned and allocated.
A holdover is created for work that cannot be completed in the available time.
The remaining labor is assigned to a future date.
The holdover appears in the Scheduler.
The holdover does not appear on the Prioritization screen until the vehicle is on-site.
For shops that plan production using Prioritization, future holdovers become effectively invisible during capacity planning. Advisors and managers can see the labor commitment in the Scheduler, but it is absent from the screen used to balance technician workloads and assess future availability.
This creates a disconnect between the Scheduler and Prioritization views, increasing the risk of overlooking committed future labor when booking additional work.
Suggested Enhancement
Display future holdovers on the Prioritization screen the same way future appointments are displayed today.
Since Prioritization already supports future appointments with an "off-site" indicator, future holdovers could follow the same logic.
This would provide an improved alignment between Scheduler and Prioritization, a more complete production view for shops that use Prioritization as their job board, and reduced risk of overbooking.
If labor inventory has been intentionally scheduled through a holdover, it should be visible wherever future workload is being planned.