Introduction This article gives you a quick over of job workflow. It highlights the typical steps office staff move through as they process a job from beginning to end. 1 Scheduling a site visit After receiving a call from a prospect, a site visit is booked on the Scheduler. 2 Dispatching a technician Once dispatched, […]
Introduction This article shows you how a job card timeline connects with activity logs. You also learn how Skeduler records and flags job activity according to three levels of importance. Timeline tracking provides business managers with easy-to-access job information that helps prevent loss and theft. For more information about logs, see: Viewing Activity Logs 1 […]