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Build the week: recurring visits plus the gaps

Recurring visits fill most of the week on their own. Your job is fitting one-time work into the gaps.


▶ Watch: Build the week: recurring visits plus the gaps (36 s)

Steps

  1. Open Schedule and switch to Week or Week Overview to see the whole week.
  2. Recurring appointments already appear on their days.
  3. Switch to Day view and drag one-time jobs, new customers and repairs into open time on a tech's row.
  4. Each tech's row shows their job count and hours, so you can see who has room before you commit.

Questions? Email help@poolofficemanager.com or call 614-710-0074.