Book, track and manage jobs via the built-in calendar.
Read on to learn how to manage your engineers’ time, jobs and track the status at every step.
The web portal gives your office based staff a digital calendar to organise your company workflow.
Clicking on the calendar will open a "New event" window. Note: Where you click will prefill the event details
From here, you can:
The app gives your engineers a clear view of where their next job is, and when.
You can select the engineer, the start/end times, add notes as well as setting the customer and job address.
From the "Jobs" tab, you can see all active jobs, as well as their current status.
It is possible to create your own Status titles, too! More on this from the link below: How to Edit the Job Status List
Changing the colours of your engineers on the calendar can help you colour code your workflow.
From the Calendar:
Note: The options for editing user rights is only available for Growth Plan accounts.
The calendar can get quite crowded if there are many engineers using the software on the same account.
To view only the calendar events created by and assigned to an individual engineer: