Scheduling -
I used 3 "teams" for this kind of work flow -
1) Not Scheduled - this was for jobs that needed to be on the schedule that day but hadn't been put in a spot yet
Then I created 2 others:
2) Skip/Rescheduling - This was for jobs that someone had contacted us to skip or reschedule their clean but the conversation hadn't been completed yet (still picking a new day, waiting for an email back, etc)
3) Other - This is the column we used for bumping - we would move the job to Other while we were waiting for a response from that client. '
The workflow looked like - Not scheduled needed to be empty by the time the day started and Skip/Reschedule and Other needed to be empty by the time invoices were created for the day, by either moving them or skipping/canceling the jobs.
Comments
0 comments
Please sign in to leave a comment.