Rearrange Visit Orders for Each Day There are a couple ways to re-order your visits on a certain day. Re-order Directly from Calendar To rearrange the...
How To Add Bi-Weekly Visits To add a recurring bi-weekly visit please click the Schedule Tab Then click the green “New Event”...
How To Add A Recurring Visit To add a recurring visit, please click the Schedule Tab then click the New Event button and select “Visit...
Multi-Step Programs Once you have a multi-step program template created, you can use it over and over for different customers /...
Multi-Step Program Templates Multi step programs are where you perform a different service each visit and the time between visits may vary as...
How to Mark a Visit as “Not Serviced” Sometimes you may need to mark a visit as “Not Serviced” due to weather, the customer saying it didn’t...
Filtering Schedule by Crews If you want to see the schedule for a specific crew, you can filter the calendar. To do this,...
Seasonal Pause You are able to set seasonal pauses for your recurring event so they do not appear on your schedule...
All Events Page Overview On your schedule Tab, there are different pages one being the “All Events” page. This page will show...
Main Schedule Page Overview On the main schedule page there are several different pages. After the different schedule views you have the All...