Category Archives: Lesson
Notify resources of assignments & cancellations in batches
Save time notifying resources by emailing or texting a day’s worth of notifications at once …
Send urgent requests for help
Use Resource Blast to send email and/or text-message blasts about last-minute jobs to resources instantly …
Drag and drop to assign work quickly
In Quick Assignments you can quickly assign resources to tomorrow’s job and see if any of those jobs are not confirmed yet, so you can follow up with the client …
Give resources time off or extra hours
Use Resource Availability to grant a resource time off or add them to the pool of resources outside of their normal working hours …
What is a Notes Log?
Notes Logs contain notes related to the record in which they are entered by a user or the system and are unalterable …
What is a Task?
A task is a service requested by a client that requires a separate resource to accomplish …
Manage job tasks in a comprehensive list view
Use the Tasks (List View) function to monitor and manage tasks in a grid layout that shows the most task information at a glance …
Send job confirmations or cancellations
Send job confirmation and cancellation emails to clients, then track their responses …
View your schedule as a monthly calendar
See your schedule at a glance in a monthly calendar format …
View your calendar as a list
List View provides the most information on a single screen about all of the jobs displayed …
