The Job Confirmation Calendar is a dynamic new calendar view specially designed for assisting you with confirming jobs with customers and then allocating them to a route.
The calendar is ideal for those users who have many reoccurring jobs, but where the jobs must be confirmed with the client before being added to the calendar (normally in situations where there are several months between jobs).
The calendar includes several exciting new features not found in any other calendar view, such as:
- The ability to see a custom date range of jobs (e.g. 1 week, 2 weeks, an entire month, etc…)
- The ability to display an “Unconfirmed Jobs List” to the left of the calendar – this is a list of jobs that are pending, waiting to be assigned to a day and team.
- Separate date filters for the Unconfirmed Jobs List and the Calendar display. This means that, for example, you can choose to see jobs on the Unconfirmed Jobs List that have been pending since May, while viewing the current week on the calendar view.
- The ability to search/filter jobs in the Unconfirmed Jobs List – this is ideal if a client reaches out to YOU and you want to quickly locate their job.
- The ability to see the job details flash up on the screen as you hover the mouse over the job on the Unconfirmed Jobs List. This makes it easy to use the calendar view to make calls to the clients on the Unconfirmed Jobs List and to discuss with them the date they’d prefer for their job.
- The ability to drag jobs from the Unconfirmed Jobs List and drop them onto a desired day and route.
- You can also view the Unconfirmed Jobs List for a specific route and drag the jobs onto a different route on the calendar.
- Jobs in the Unconfirmed Jobs List appear in red if the customer has an outstanding balance.