On the right hand side of the screen, there is an option called ‘Quick Create Job’. By selecting the Job Type, it will automatically pre-fill the standard invoice detail, forms and time required for that type of job.
Drop down boxes make it fast and easy to set jobs for your customers. All of the information that you select will be fed straight from the CRM (or you can also create a new customer from here).
What if the client has multiple locations listed within the CRM? Easy – the drop down boxes will give you the option to choose from all of their locations that you have on file. Alternatively, you can also add additional locations from here too.
Once you have filled in the details, you can simply drag the New Job into the scheduler, assigning it to a member of your team at a time that works.
Scheduling jobs is an important part of running every business. Don’t get weighed down with filling the diary in – make it work for you and your business in a way that is easy, efficient and effective.
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