Reviewing your Calendar
Reviewing your calendar
Click on “Calendar” in the left main navigation panel.
The calendar view shows you what jobs you have answered and are waiting to hear about AND jobs that are booked.
The intent here is to give you an overview of what your week looks like.
Pending work from dealers is shown in orange, work from estimates is shown in green and booked work is shown in Blue.
The colors highlight if there are things that need to be answered as well as showing the work that needs to be done.
Today’s work is highlighted by a red border on the day card.
The controls at the top left of the page allow you to view the calendar by day, week or month, and the controls on the right allows you to scroll through the selected view.
The blocks give you an overview of your performance for walkin estimates and dealer requests, as well as the number of jobs booked.
The Available capacity block highlights how much available capacity you have for the period you have selected across the capacity you have specified in your specialist profile.