We've simplified the Dashboard to show the most important details for you, which are the "To do" and the "Scheduler"
As a Trade, instead of browsing through multiple categories, we've created one common title named as "To Do" where we've listed out all the jobs that you need to actually attend to.
This is a combination of jobs from
- Upcoming Jobs
- Unscheduled Jobs
- Today's Jobs
- Need to Quote Jobs
To filter out jobs in a specific category, click on icon to select a preferred filter,
Through this option, you are able to view what are the jobs that need to be attended to for that specific date.
When you click on the , the calendar will expand to the monthly view, which gives you quick overview of the days that a job has been scheduled through a simple red dot.
If there are multiple schedules on a particular date once you select it, the respective jobs will be listed out below, which you can filter out as "All" "Jobs" and "Other"
- All: Lists out all the jobs and events scheduled for the date - the default view
- Jobs: Will filter out only jobs scheduled for the date
- Other: If you have a personal event scheduled for that particular date, it'll filter out personal events only.
Adding a Job to The Schedule
In order to add a job to the schedule, simply click on a slot, then a quick schedule editor will pop up to be filled. In the following screenshots, if you define the job as an all-day event, the times will be removed and automatically allocate the entire day for the respective job.
When you click on select a job, all the jobs that are won and unscheduled will be listed and when you select one automatically the detail fields will be populated accordingly.
Scheduling a Personal Appointment
To make it more convenient, we've given the flexibility to add a personal appointment to the scheduler and block the respective time slot.