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Your Scheduling Module
The Scheduling Module is an important tool for ensuring that your service team delivers quality service on time.
Managing a service team can be difficult, especially when you are juggling multiple projects and customers at the same time. Our 'Scheduling Module' is the perfect solution for helping you manage your resources, and provide better customer service by identifying the right people for the job. Our 'Scheduling Module' will help you manage your response times and workload to ensure on-time delivery of projects, work and service.
With our Scheduling
Module, you can:
-Schedule appointments and tasks
-Track staff availability
-Set priorities for tasks
-Allocate staff to tasks
How to use our Schedule Module within CCRM:
1. Head into 'Dispatch Board' to access your powerful scheduling tool.
Once inside, you will see a full display of all the users on our system from within your company.
2. Select from the drop-down who you would
like to isolate, assign or explore.
3. Now that you have isolated the user you
are after, you can now begin to create a
work order under this contact name.
You will be asked to fill in each block with
the essential information you will be able to
reference in the future.
m
4. Once you have selected the project you wish to link this Action to complete all fields and review the information to ensure it is correct. You can go ahead and save/ok this window. And there you have it! You have successfully created a Work Order using the Schedule Module to our CCRM standards!