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Monday, July 8, 2019

Today TimeTable



The Command Center Dashboard

The Command Center Dashboard contains a grouping of Today's Activity widgets (and another of Tomorrow's Activity widgets).  This gives you a very quick and easy way to see the most immediate and important things that need to be done at the start of your day.  The idea is to consult the 'Today' widget in the morning to help prepare for the day ahead.  There is also a 'Tomorrow' widget that is handy for you to consult at the end of the day, to help prepare you for the day to come.

The following snapshot illustrates the collection of Today's Activity widgets.


Today's Activity

The Today Activity Widgets

There are 6 widgets, 4 tools, and 2 status indicators.

Status Indicators

The status indicators have a label, a green circular badge, and a next icon.  The following is an example of the 'Jobs' indicator.
An Example Today's Activity Job Status Indicator

It provides a quick status about the jobs scheduled for Today.  This one shows there are 9 jobs, with expected revenue of $3,890.61.  Click on the next icon to see additional status - the total hours of work booked for the day and a breakdown of hours booked per worker.

The 'Reminders' indicator is illustrated below.  This one shows that there are 5 reminders due today.  One of the Reminders is a Customer Action Item.  Click on the next icon to see how many of the other types of reminders are due today.
An Example Today's Reminder Status Indicator


Tools

To open any of the 4 tools ...

  • Click on the 'TimeTable' link to bring up Today's TimeTable.  More below ...
  • Click on the 'Schedule' link to bring up the Scheduler with today's jobs shown.   Here is a Scheduling Video that describes how to use the Command Center Scheduling View.
  • Click on the 'Details' link to bring up the Job Management Table view.  Here is a Job Management Tabular View Video that describes how to use the Job Tabular view.
  • Click on the 'Route' link to bring up a map view that includes optimized travel directions between the jobs.  Here is a Map and Route Planning Video that describes the mapping tools.

Today's TimeTable

Today's TimeTable has 2 tables.  The first gives the details of today's Jobs, the second the details of today's Reminders.

View our Video Tutorial about Today's TimeTable on YouTube.

Today's TimeTable


Today's Jobs

Each row of the Job TimeTable describes a job scheduled for today.  The following information appears for each job.
  • ID of the Job - Use this to find the job elsewhere, like the Job Management Table
  • Who is the customer?  Click on the Customer name if you want to make any changes to the customer information or view more detail about that customer.
  • What services are to be done at the job.  A list of the job's line items.
  • When is the job scheduled to be done - start and end time.
  • Where is the job located - customer address.  Click on the address to bring up a map.
  • Worker(s) responsible for doing the job
  • Amount you are charging the customer
  • Supplies that are needed for the job
  • Phone number of the customer
  • Email address of the customer.  Click on the email address to access the Email Compose and send the customer an email.
Your workers can access this information themselves while in the field by using the WorkWell Mobile App.  But you can also text your workers the TimeTable - click on the text icon at the top.

If you need to modify a job, just click on the job ID.  This will bring up the Job Edit form, allowing you to make any changes you need to make and see additional detail about the job.

Text Job Assignments to your Workers

Click on the 'Text to Workers' button in the TimeTable header to send today's job assignments to your workers.

Text to Worker Button

You will be prompted to select a worker from a list of all the workers on duty today.  Select one and the Text Composer will appear as shown below.  The text will be automatically prepared with 'To', 'From', 'Subject' and 'Message' completed.  You can edit the text if you wish.  Click 'Send' and today's assignment will be texted to the worker you selected.

Automatically Prepared Text of Worker Assignment


Today's Reminders

Reminders consist of any Action Items and/or Followups that are due today.

Each row of the Job TimeTable describes a reminder scheduled for today.  The following information appears for each reminder.
  • ID of the Job - Use this to find the job elsewhere, like the Job Management Table
  • Type of the Reminder.  A reminder could be a Customer, Lead or Job Followup or a Customer or Lead Action Item.
  • Who is the customer?  Click on the Customer name if you want to make any changes to the customer information or view more detail about that customer.
  • When is the reminder scheduled to be done?  Followups are assigned a date.  Action Items are assigned a date and start and end time.
  • Responsible Person identifies the worker responsible for completing the Reminder.  Applies to Action Items only.
  • Category identifies which of the categories you have assigned to the reminder.  Applies to Action Items only.
  • Action is an optional description of what the Reminder is about.  Applies to Action Items only.
Your workers can access this information themselves while in the field by using the WorkWell Mobile App.

If you need to modify a reminder, just click on the reminder ID.  This will bring up the Customer or Lead Edit form that contains the reminder.  You can then make any changes you need to make and see additional detail.

Schedule

Click on the 'Schedule' link to open the Schedule Calendar for Today.

Scheduling Blog Post
View our Scheduling Video on YouTube.

Details

Click on the 'Details' link to open the Job Management Tabular View with Today's Jobs listed.

View our Video Tutorial about the Job Management Tabular View on YouTube.

Route

Click on the Route link to open the Map View of Today's Jobs along with Routing displayed.

View our Video Tutorial about Job Routing on YouTube.


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