Booked jobs automatically appear in the Schedule page. Follow the steps below to track schedule.
Step 1. Open the Schedule
- Click on the calendar icon on the bottom of your screen to open the Schedule.
Step 2. Track the jobs
- Each staff member can see the jobs assigned to him on this page.
- But those users with the Manager access type can see the schedule of all staff members.
- Schedule page shows the jobs falling to the current day by default. You can change the date from the Visit date to view the other day’s booked jobs, too.
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Step 3. Call and Navigate
- The jobs are displayed as City, ZIP and visit time.
- If the phone number and address of a customer exist in the system, they will also see Call and Navigate options for each job, which are a great help to staff members.
- Click on the Call to make a call to the customer.
- Click on the Navigate to open the job address on your device’s map.
As the jobs are closed they will be removed from the Schedule page.