Office Scheduling Best Practices
Overview Video (~2 minutes)
Enhance Communication & Customer Satisfaction
My Day Page
Keep track of your entire team! The My Day Page displays everything scheduled for a User- Tasks & Visits, Items Summary, a Map with Pins representing stop locations, and helpful Visit information such as Crew Notes and Work Orders.
Increase efficiency and free your team up to focus on what matters most. Automations allow you to set up automated email notifications to get you paid faster, close deals faster and improve your client's experience.
Configure Your Calendar View
Choose your calendar view depending on the size of your team. Production view keeps everything in one place. The split Sales & Crew option works well for larger teams.
Apply User Colors and Priority
Apply different colors to jobs based on the sales rep or crew assigned.
Job Stage Colors
Visually track what's been done by reviewing the job stage colors.