Know who is free, and book them on the project.
Neo reads and books your Float schedule: free hours per technician, projects, time off and utilization.
What Neo does with Float.
Free hours per technician
Neo reads capacity, booked and free hours for any day or week.
Project bookings
Neo books technicians on projects and phases, and moves or ends a booking.
Projects and time off
Neo reads and updates projects, milestones, time off and logged time.
Concrete work Neo handles in Float.
Who is free on a date
Neo names the technicians with free hours on the days a project needs.
Book from the PSA project
Neo books the technician in Float for the dates on the PSA project.
Utilization report
A scheduled agent posts booked, billable and free hours per technician.
Set it up with Neo.
Connect Float
Enter the credentials the Float card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the Float card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the Float access the job needs, and builds the agent with you.
Questions about the Float integration.
What does Neo need to connect to Float?+
The credentials the Float card on Neo's Integrations page asks for, from your Float account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect Float, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.