The Office Schedule is the section to access when the user needs to appoint tasks to himself or other office users and wants to see the office schedule.
Overview
To create an office schedule and access information about office tasks, navigate to Schedule → Office Schedule.
1. Clicking Today, Day, Week, or Month shows the user schedule for the selected period;
2. Clicking the < and > buttons navigates the user to the prior or following dates;
The user can use the arrows to access the scheduled appointments for the previous or the next day/week/month depending on the view.
3. When clicked, the map shows the office location and task addresses.
4. The Select Users button (when clicked) shows the list of all users registered within the system, all users to select all users at once, and users with tasks, that will show only such users on the schedule;
After the employee is chosen, the option to view their schedule in the PDF file appears. To access the PDF, click on the File icon.
5. Clicking the File button opens a separate tab in the browser that displays the PDF document containing all information about the task (including the assigned user, address, client's name, address, date when the task is scheduled, etc.).
Available on the Day only.
To set the Office address, navigate to Brands → a specific Brand under Brand list → input field under Address.
Map
1. When a user clicks the Map button and adds a tick next to Terrain, the system displays a physical map based on terrain information;
2. If the Satellite button is clicked, the user has the option to remove labels if needed;
3. A specific user assigned to the task can be selected and the route from the office to the task address will appear. If the user clicks on a pin, the task address appears;
4. By clicking this button, the map expands to full-screen, hiding all other elements;
5. If clicked and dragged to any place on the map, the user will see real photos of the surroundings on the map;
6 Clicking + allows zooming in the map, while clicking - zooming out;
7. Clicking on the pin, shows the exact address it points to. Clicking on X hides this information.
Create an office schedule
To create a new office schedule, double tap or drag-and-drop the mouse. In the pop-up window, fill in the event details and click on the Save button.
To add an existing lead to the event, after filling out the client’s name, click the Lead drop-down menu and choose the necessary lead. Note that only leads with the New status are available.
- If the user needs to make the task duration longer or shorter, navigate the mouse to the bottom of the task and move the arrow up or down to match your time requirement.
Created task on the schedule page
When creating a new office task that is connected to a client, the client’s name shows instead of the estimator’s name.
If you prefer to see the office address on the Office Schedule Cards instead of a client’s name, you can enable the “Office Schedule “Address” as card Title” in the “Schedule Preferences Management” section of the “Company Management module”.
After enabling, all the tasks that are ticked as “Office tasks” will show the office address on the schedule page.
After a task is created, if you click on the task:
- To edit an existing schedule, double-click on the scheduled block.
- To email to the client or to the estimator, click the Email icon.
- To send SMS to the client or to the estimator, click the Phone icon.
- To delete the schedule, click the Bin icon.
Absent days on the page
When support users are marked as Absent in the Crew Schedule or Absent Day Stats module, they are automatically marked as absent for the whole day in the Office Schedule module.
The Day Off cannot be deleted or edited from the Office Schedule page.
When moving the mouse on the task you can see the task details.
The scheduled events created in the “Office Schedule” section do not show in the mobile app.