Article 014 min read
What Should Scheduling Software Help Your Business Manage?
Work out whether you need a shared calendar, resource planning or a system that follows jobs from booking through completion.
Read articleBusiness software guide · 6 articles
Scheduling and tracking work
A schedule tells people where they need to be. Your business may also need to know which equipment is available, what changed on site and whether a job is ready to invoice. This guide covers those connected parts of planning and tracking work.
Essential articles
Follow the suggested order, or choose the question you need help with.
- Article 024 min read
Planning Work Around Staff, Equipment and Availability
Explain the staff, skills, vehicles and equipment a job needs, including the time between appointments and the changes that affect availability.
Read article - Article 034 min read
Managing Weekly, Bi-Weekly, Monthly and Seasonal Visits
Plan repeat work around the agreement with the customer, including visit dates, postponements, pauses and the point at which each visit can be billed.
Read article - Article 044 min read
Letting Staff Update Jobs from a Phone
Choose what staff need to see and record on site, with simple phone screens, useful updates and a clear plan for unreliable connections.
Read article - Article 054 min read
Handling Cancellations, Unfinished Work and Return Visits
Keep the reason for a changed visit, identify what still needs doing and make the next booking clear without losing the job’s history.
Read article - Article 064 min read
Connecting Scheduled Work, Job Completion and Billing
Connect scheduled visits to completed work so the office knows what is ready to invoice.
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