Category Archives: Modules
Analyze resources’ workloads
Monitor & manage how busy resources are …
Know where your business is coming from
See who your best clients are based on the number of jobs they order from you instead of invoice amounts which can be inaccurate due to 3rd-party billing on a lot of jobs …
View your job calendar as a report
Job Printout is a report with several uses, including as your future calendar and as a worksheet for assigning resources …
Help clients stay on top of their calendars
Send clients their upcoming jobs calendar with almost no effort on your part …
Review how busy your agency is
See how many jobs were set or canceled today, and review your calendar for typos, errors, and trends …
Notify resources of assignments & cancellations in batches
Save time notifying resources by emailing or texting a day’s worth of notifications at once …
Send urgent requests for help
Use Resource Blast to send email and/or text-message blasts about last-minute jobs to resources instantly …
Drag and drop to assign work quickly
In Quick Assignments you can quickly assign resources to tomorrow’s job and see if any of those jobs are not confirmed yet, so you can follow up with the client …
Give resources time off or extra hours
Use Resource Availability to grant a resource time off or add them to the pool of resources outside of their normal working hours …
Manage job tasks in a comprehensive list view
Use the Tasks (List View) function to monitor and manage tasks in a grid layout that shows the most task information at a glance …
