Category Archives: Calendar
Monitor tasks in a calendar format
Use the Tasks (Monthly View) function to monitor and manage tasks in a calendar page layout …
View your calendar a week at a time
See your current week’s job settings without having to set search criteria …
Analyze job assignments by resource
Use the Assignment Analysis report to see how often each resource has been assigned and balance out the workload in future assignments …
Notify resources their work is overdue
Email your resources their own prioritized To-Do list of outstanding tasks …
Analyze resources’ workloads
Monitor & manage how busy resources are …
Know where your business is coming from
See who your best clients are based on the number of jobs they order from you instead of invoice amounts which can be inaccurate due to 3rd-party billing on a lot of jobs …
View your job calendar as a report
Job Printout is a report with several uses, including as your future calendar and as a worksheet for assigning resources …
Help clients stay on top of their calendars
Send clients their upcoming jobs calendar with almost no effort on your part …
Review how busy your agency is
See how many jobs were set or canceled today, and review your calendar for typos, errors, and trends …
Notify resources of assignments & cancellations in batches
Save time notifying resources by emailing or texting a day’s worth of notifications at once …
