Office Scheduling Best Practices

Office Scheduling Best Practices

Overview Video (~2 minutes)

Maximize Efficiency 

Enhance Communication & Customer Satisfaction 

Stay Organized

Overview Video (~2 minutes)

Maximize Efficiency 

• Reduce drive time with the Route Planner
• Reschedule jobs in bulk with Batch Reschedule

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.
• Automations
  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.

Stay Organized 

• 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.