Scheduling A Job

It’s easy to schedule a job in The Customer Factor.

If the job is for an existing customer, simply search for the customer profile at the top in the global search field:

Scroll down to scheduling area which says “Scheduling – Schedule & View Jobs. Create Invoices Too!”

If it’s a new customer then go to the add customer screen, add whatever customer info you have and when you get to the bottom you’ll been in the schedule jobs area:

So within the Scheduling area, click the “00” calendar to select a date. Or you can click the “See Schedule” link to see your current calendar and pick a date:

Then fill in appt time (if any) and duration (if any) and then at left under date select a job from dropdown list:

If you don’t have any jobs in the dropdown or if you need to add a job in the dropdown you can reference this article on how to  add a job type.

Enter the price in the “each” field which will then populate in the price field. Then select an assignment in the “Assigned To” dropdown if there is an employee to assign to the job.

Lastly, you can select a frequency period letting The Customer Factor know how often the customer would like to get serviced. CF will then remind you to contact them when they’re tentatively due again. Or you can turn what you just inserted into a recurring job (every week, every other week, etc.) by clicking “Schedule jobs as recurring”. Click here for more information on scheduling a recurring job.

Then click the “Schedule” button and job is scheduled!


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