Steps to Access the Calendar View:
Open the Schedule Module:
Click on the "Schedule" module.
Go to the Schedule Tab:
It will automatically open on the calendar view. If you navigate away from this tab, click on the "Schedule" tab within the schedule module to return to the calendar view.
Calendar View Overview:
This dashboard serves as your monthly planner, showcasing scheduled jobs and completed jobs. You can view these by day, week, and month.
Color-Coding Jobs:
If your company assigns colors to specific jobs or teams, these colors will help you quickly identify job types or assigned users from the calendar view.
For example, if you have five teams, each team can be assigned a different color. The calendar view will then allow you to see how many jobs each team has scheduled per day for the entire month.
Zooming In:
Click on a specific day to zoom in and view detailed information for that day and week.
Job Details:
Clicking on a job will provide further options:
Who is scheduled
Client information
Time scheduled
Service/item provided
Total ZAR value
Address
Managing Jobs:
From here, you can quickly re-assign jobs if necessary, cancel or delete jobs, and track your completion and invoicing ratio.
Job Status Colors:
Once a job is completed by the assigned operator or user, it will turn light green.
After the job is processed and invoiced to Sage, it will turn dark green.
Daily Workflow:
Ideally, when the business opens in the morning, all jobs for the day will be allocated their respective colors.
At the end of the day, all jobs should turn light green as they are completed.
As finance or accounting processes these jobs for invoicing, they will turn dark green.
Additional Information:
More detailed functionality and customization options for your schedule can be found here.