Tutorials

Schedule

Calendar view of booked jobs

5 You need to have all your employees created before you will be able to use this screen.

You can view your booked jobs in many different ways.

To view booked jobs in Calendar format go to Leads-Schedule. You can select calendar from Select Calendar drop down list and switch between Booked Jobs, On-Site Estimates, Follow-Ups and Job Summary.

Each of this category can be viewed by Month, Week or Day.

To assign jobs to crews and dispatch jobs, use Orders – Dispatch Screen (no available in Lead Package).

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