Scheduling

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

1. 1 Scheduling overview What the Schedule area covers, 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 bank holidays and office closures, and record skills for dispatch.
7. 7 Timesheets Each person's week of logged time against the hours they work, the time nobody logged, submitting the week 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.