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.
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. Clicking the Satellite button allows the user to remove labels if needed.
3. Selecting a specific user assigned to the task will make the route from the office to the task address 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 (close window button) will hide this information.
Create an office schedule
To create a new office schedule, double-tap or drag the mouse cursor. In the pop-up window, fill in the event details and click the Create Task 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 leads with the Declined status only are not 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 settings.
After enabling, all the tasks that are ticked as Office tasks will show the office address on the schedule page.
- 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.