Scheduling

The technician calendar, visits booked against tickets, the dispatch board, customer confirmations, leave, timesheets and expenses.

1. 1 Scheduling overview Where scheduling lives in the Team area, how to read the calendar in its day, week, month and team views, and who can do what.
2. 2 Booking a visit Book technicians for a ticket or an internal job, handle clashes, and change, move, cancel or mark a visit as no access.
3. 3 The dispatch board See every ticket that needs a visit, get suggested times from people with the right skills, and drag work onto technicians.
4. 4 Customer confirmations and reminders What customers are emailed about visits, how they confirm or ask for another time, and how to change the wording and turn emails off for one customer.
5. 5 Checking in and completing a visit Check in on arrival, complete the visit with a note and the customer's signature, and log the time, travel and mileage in one step.
6. 6 Working hours, leave and skills Set who takes bookings and when they work, book and approve leave, keep public holidays and office closures, and record skills for dispatch.
7. 7 Timesheets Each person's week, fortnight or month of logged time against the hours they work, the time nobody logged, submitting it and approving it.
8. 8 Expenses and mileage Record what technicians spend and the business miles they drive, claim it back through approval and payroll, and rebill it to customers on their invoice.
9. 9 Booking pages and calendar sync Let customers book their own time from real availability, add a Schedule button to ticket replies, and keep technicians' Outlook or Google calendars in step with the schedule both ways.
10. 10 Leave allowances, sickness and overtime Give people leave allowances with balances and carry-over, record sickness with return-to-work forms, set team cover rules and blackout dates, and turn extra hours into paid overtime or time off in lieu.
11. 11 Payroll export and on-call pay Pull each pay period's hours, overtime, leave, sickness, on-call pay and expenses into one export shaped for your payroll package, and pay people for standby and call-outs.
12. 12 Company cards and the expense policy Set spending limits and checks on expenses, add a second approval for large or flagged claims, charge internal costs to cost centres, read receipts automatically, and match company card statements to what was claimed.
13. 13 Maps, routes and on my way texts See the day's visits on a map, work out travel by road, put a technician's day in the shortest order, and tell customers you are on the way or running late.
14. 14 Job sheets, parts and recurring visits Print a job sheet for a visit, record parts used and photos, send the customer a visit report, book visits that repeat, handle no access with a missed visit fee, and work with the Bookings list.