Employees can click the View My Schedule button on the Employee tab to look at all the service tasks on their calendar. Each task will list the city, type, customer name, phone, and the tech(s) who are assigned to complete the task. You may also print the Route Sheet for the day by clicking Print Schedule.
The day view of tasks can be filtered by Time Frame, Task Type, Manager and Tech. By clicking Week > the employee can look at a full week or work week view of their schedule with the same filtering.
Clicking < Month will bring up a list of every task scheduled for the month with the ability to search by Date Range (Day, Week, Month), by Confirmed, or by Tentative or All. By clicking the Unscheduled > button a list of sales and service transactions can be viewed.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
Did you find it helpful?Send feedback