ZigaForm version 5.5.1

Use a Schedule Board Profile to Manage Long Jobs

By |2021-08-12T14:22:19-05:00August 11th, 2021|Comments Off on Use a Schedule Board Profile to Manage Long Jobs
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Introduction

If you have a job that is going on for a long time, consider creating its own Schedule Board Profile.

Example

We had a Total Office Manager prospect ask “We have job where we may have three or four people working there for six to twelve months.  How can I easily see the guys that are just on that job”?

Solution

Consider creating its own schedule board profile.  Name it the same as the job name…like “TGI Fridays 1234”.  In the profile setup, select the employees who will be on the job.  Now you can switch to this profile whenever you need to, and simply delete it when the job is complete.

Of course, these employees can be on other profiles as well.

If you need to send the same technicians back to the same job each day on an ongoing basis, create a single work order and reuse it.  Just drag it to the scheduled area each morning, and return it to the unscheduled area at the end of each day.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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