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Tuesday, March 31, 2020

GPS Tracking

WorkWell gives you GPS tracking too!  With this great feature you can track where your work crews are located realtime and accumulate a history of their travel throughout the day.

View our Video Tutorial about GPS Tracking on YouTube.

How does it work?

GPS tracking relies on your workers using the Mobile WorkWell App on their smartphones while doing their daily work routine. Whenever a worker uses the WorkWell App on his/her smartphone, their GPS coordinates are gathered at regular intervals (typically every 5 minutes) and sent to the WorkWell Software server. You are able to observe these GPS locations on the WorkWell Command Center using its integrated Map application.

The lifetime of the GPS coordinates is typically about a week - older coordinates are automatically purged.

Show GPS Tracking

Click on the   icon (above the map) to view recent locations of a worker in the field. Worker locations are identified on the map via two types of markers. The single filled Star marker with the 'W' identifies the last known location of the worker. The small filled circle(s), also with the 'W', identify earlier locations. If there are enough GPS samples, you will be able to trace the travel route taken between jobs and see when workers arrive at and leave their job assignments.

Configure GPS Tracking

Click on the     icon (above the map) to change the setup for GPS tracking. You can choose which worker to track, specify a time interval, or limit the number of points and the minimum distance between points.

There are several setup parameters for GPS tracking. Here is a list.

  • Choose a Worker: Use the pulldown to select the worker you wish to track.
  • Show Only Last GPS Location: If you check this box, then only the last known location of the worker is displayed. If not checked, then the last know location is show along with any previous locations that are within the start/end time period you've selected.
  • Select the Start and End times. Only those GPS locations that occurred in the time interval will be displayed.
  • Choose the maximum number of GPS locations to display.
  • Choose a minimum distance between successive GPS samples - only samples located more that this distance apart will be displayed. Use a longer minimum distance to avoid showing GPS locations that are near one another.

Sunday, March 29, 2020

Online Booking

Online Booking is an easy way for you to allow your customers to schedule jobs themselves.
  • The Online Booking Widget appears on your business website
  • No extra charge to you and your customers
  • Completely optional
The idea is to enable your customers to book jobs themselves via an Online Booking Widget that WorkWell Software provides you.

To add the Online Booking Widget to your website, you must place a code snippet - a single line of 'HTML' code - on your website on the page you want the Online Booking Widget to appear. This code snippet is provided in the configuration set up under the 'Admin' menu (described in 'How Do I Add Online Booking to My Website?'). Whenever anyone visits the page on your website that contains this code snippet, the Online Booking Widget appears (it is immediately downloaded from the WorkWell Software server).
You may configure several details of the Calendar (described in 'Configuring the Online Booking Widget').
  • Enable/Disable the Online Booking Widget
  • Setup a service radius (driving miles) from your home base
  • Allow prices to be shown and optionally a minimum price
Whenever a visitor to your website wants to schedule a job for themselves, they enter their information on the Online Booking Widget. This includes the services they want to buy, the date and available timeslot they want you to do the work and their contact information - Name, Phone, and Address are required.

You receive notification within the WorkWell Command Center whenever a visitor schedules a job. You will see a red circle with a number in it next to the 'bell' icon:    at left. (This is described in 'Notification of Job Requests') You may want to contact this new customer to confirm the job.

Click on the 'bell' icon:   to manage the incoming job requests. This will open the Job Request Manager.

Carefully review Job Requests. To accept a job, you must click the 'Create a New Job' button to convert the Job Request into a new Customer (if the customer doesn't already exist in your customer database) and a new Job.

The Online Booking Page (on your website)

Below is an example of the Online Booking widget that visitors to your website will see.

To book jobs, visitors must do the following:

  1. Select the services they wish to purchase.
  2. Select a Date for the work to get done.
  3. Select a Timeslot on that date.
  4. Enter Contact Information - Name, Address & Phone are required.
  5. After all the information is entered, click 'Finished'.
The information in the form is then checked for errors and the Address is looked up on Google Maps to determine how far it is to drive to. If the Address is outside your company's service area, a warning message is produced (the Job Request is still accepted).

After the checks are completed, the visitor is presented with a Thank You Message and the information is sent to your WorkWell Command Center. You will receive a notification - the 'Bell'   on the Command Center will be colored red and will increment its Job Requests count. Click on the 'Bell'   to open the 'Job Request Manager' page. Review the Job Request and we recommend you contact the customer. To accept the Job Request, click the 'Create a New Job' button.

How To Get the Online Booking Page on Your Website?

To add Online Booking to your website, you must place a snippet of code (a single line of 'HTML') on your website on the page you want Online Booking to appear on. Whenever anyone visits that page, the code snippet automatically downloads the Online Booking widget from the WorkWell Software server.

You will find the snippet on the Setup Info form. Open this form by selecting 'Setup Info' from the   'Admin' pull-down menu at the top.

Then go to the 'Online Booking' section. Within the textbox labeled 'Code that you copy into your website' (it will look like the example below), you will see a short snippet of HTML code. Copy this to the page of your company website that you would like the Online Booking widget to appear. If you don't know how to do this, ask your website manager to do this for you.

You will also want to place a prominent button near the top of your website's main page (and perhaps on every page). When clicked, the button must take your visitors to your Online Booking page. A button that looks, for example, like the following is typically used.

You Manage Which Jobs Appear on your OnLine Schedule

You create, view and manage 'Available Job Timeslots' on the Command Center Scheduler along with your jobs and reminders. They are time periods that, when you create them on the Scheduler, are automatically displayed on the Online Booking Widget on your website. Typically they are gaps in your schedule that you hope visitors to your website may select and 'Self Book' jobs they would like your company to do.

Available Job Timeslots have a Start Date & Time and an End Date & Time. To display and manage them, choose Event Type 'Available Job Slots' or 'Jobs & Available Slots'. The first will display only the Available Job Timeslots you have created. The later will also display regular Jobs - but you will be able to distinguish between them by their color. Displaying Available Job Timeslots and regular Jobs together is helpful because it shows when you are already scheduled (the regular jobs) along with when you would like to be scheduled (the Available Job Timeslots).
  • To create a new 'Available Job Timeslot', just double click on the Scheduler at any date & time. An 'Available Job Timeslot' event will appear.
  • To modify or delete a particular 'Available Job Timeslot', double click on it. Within the 'Available Job' form that pops up, you can change the start date & time and end date & time. Or click the form's 'Delete' button to remove it.
  • You can also change an 'Available Job Timeslot' date & time by just dragging it around the calendar.

Your Customers Schedule Themselves

To book jobs, visitors to your website Online Booking Widget must do the following:
  1. Select the services they wish to purchase.
  2. Select a Date for the work to get done.
  3. Select a Timeslot on that date.
  4. Enter Contact Information - Name, Address & Phone are required.
  5. After all the information is entered, click 'Finished'.

Customer Selects One or More Services 

The top section of the Online Booking Widget lists the services your company sells and optionally the prices. These are the services you have defined via the Command Center Services Table, and are the same services you choose from when you create line items for jobs you create.

Your website visitors can choose one or more of these services to buy from you using the 'Select One or More Services' menu at the top. Each service they select is listed along with its price and the total price if they select more than one service.

You may configure the Online Booking Widget to omit prices. You may also configure your Online Booking Widget to show a minimum job price. Do this on the 'Setup Info' form available under the 'Admin' menu at the top of the Command Center.

Customer Chooses a Timeslot

The sections labeled 'Step 2' and 'Step 3' show when you are available to do jobs. You decide when (date and timeslot) visitors to your website can schedule jobs. You do this by adding, modifying and deleting 'Available Job Timeslots' on the Command Center Scheduler. 'Available Job Timeslots' automatically appear on the Online Booking Widget on your website after you create them on the Scheduler.

Your website visitors choose the day they want the work done - they just click on a date on the calendar. A list of available job timeslots for that day appears below the calendar. They then choose a timeslot by clicking on it. If no timeslot is suitable for them, or none are listed, then the visitor must choose a different date.

You must be diligent to manage the Online Booking Widget so that Timeslots are available for your visitors to choose from. Use the Scheduler to add 'Available Job Timeslots'. Review 'Manage What Jobs Appear on the Online Booking Widget' if you are unclear how to do this.

Customer Enters their Contact Information

In the 'Contact Information' portion of the Online Booking Widget, your visitor provides Name, Address, Phone, and Email and indicates if the Phone Number can be texted to.

Name, Address, and Phone are required - the Job Request cannot be submitted if they are not provided.

Customer Submits - Clicks 'Finished'

When your prospective customer is finished filling in the information, he/she clicks 'Finished'.

If any required information was not provided, they are prompted to finish the form. Required information includes Name, Address, Phone, and a Timeslot.

If the address entered into the Contact Info section is outside your service area, then a warning is presented. You might decide to reject the job or to charge an extra travel fee. This is an optional feature that you enable when you configure Online Booking. Estimated road driving distance (WorkWell consults Google Maps in the background) is used when determining if the address is within your service area.

Jobs From your Online Calendar Appear as Job Requests in the WorkWell Command Center

Open the Command Center 'Job Request Manager' by clicking on the   icon.

Job Requests are displayed - these are the job requests that visitors to your website submitted from the Online Booking Widget.
  • If there are multiple Job Requests, you can cycle through them by clicking the 'Next' button.
  • If you approve of the job request, click 'Create a New Job' - a new Customer & Job will be created from the Job Request information.
  • If you do not approve, you can remove the Job Request - click the 'Remove' button. Be sure to contact the customer to let them know.
  • Whether you approve or not, it is good practice to contact the customer to confirm.

Friday, March 27, 2020

Credit Card Processing

WorkWell Software now handles credit card transactions.  Now you can accept payment from your customers via credit card.  You can do this at your office using the WorkWell Command Center or at the customer site using the WorkWell Mobile App.

You'll be able to accept all major credit cards!        

Credit Card Processing

WorkWell Software has partnered with Stripe (www.stripe.com), one of the leading credit card processing companies for internet businesses. Stripe is used by Target, Lyft, Shopify, Square Space, DocuSign and millions of other businesses.

You'll need to set up a Stripe account of your own first before you can use the WorkWell Command Center and Mobile App to process your customer credit card transactions. If you are just getting started, go to www.stripe.com and sign up for an account. Once you have been approved by Stripe, you will be able to process credit card transactions in the WorkWell Command Center and Mobile App.

WorkWell will be permitted (if you approve) to 'connect' to your Stripe account in a limited fashion that does not reveal any of the confidential banking information that you provide to Stripe. WorkWell Software never has access to your Stripe account information - your sensitive bank information is between you and Stripe. In fact, when you start a credit card transaction from the WorkWell Command Center or Mobile App, you are initially transferred to the Stripe server so you can sign in to your Stripe account. Stripe will securely authorize you and then return control to WorkWell. You then enter your customer's credit card information.  Stripe then takes over again to process the transaction.

This integration between WorkWell and Stripe has many great benefits for you

  • All of your customer interaction is available in one convenient place - your WorkWell Command Center and Mobile App.
  • WorkWell never has access to your sensitive banking information. This is between you and Stripe.
  • WorkWell integrates credit card payments with invoicing and payment tracking.
  • Stripe processes your transactions to PCI Service Provider Level 1 standards and all data are encrypted. This is the credit card industry's highest level of security and includes ongoing programs to ensure continual compliance with all security procedures.

Stripe will usually deposit payments to your bank account within 1 or 2 business days. For example, payments received on a Wednesday are paid out by Friday, while payments received on a Friday are paid out by the following Tuesday. Your first payment will likely take 7 to 10 calendar days.

Connecting with

To charge your customer's credit card for the services you've provided, open the job's edit form. 

Select the Payment section of the form.

Click on the 'Connect with Stripe' button. This will transfer you to the Stripe server so you can securely log into your Stripe Account. 

You will be presented with a form like shown below.  Click on the 'Sign in with Stripe to connect' button.  This will authorize WorkWell to connect with your Stripe Account in a limited fashion.

Next, you will be asked to log in to your Stripe Account.  This login is actually occurring on the Stripe server and is very secure.  WorkWell is not able to see your login and password.

Note: If you previously logged into your Stripe account, your browser will remember you for a while. In this case, Stripe will automatically connect and you will not be required to do the last 2 steps.

Enter your Customer's Credit Card Information

After you have successfully logged in, (this is usually fast, but sometimes takes half a minute or more), the Credit Card Entry form shown below will pop up.  The customer's name, phone number, and zip code are pre-filled for you.  Enter the credit card number, expiration date (format: MM/YY) and the 3 digit CVC code. Click the 'Pay' button and Stripe will process the charge. Usually within seconds, but sometimes up to half a minute, you will receive a pop-up response indicating whether the transaction went through successfully or not.

Stripe then completes the transaction and arranges to have money transferred from your customer's credit card to your bank account. Stripe handles all sensitive information and does so at the highest industry standards of security.

Using your WorkWell Mobile App to Accept Credit Card Payments

Payment processing is especially easy on the WorkWell Mobile App for Android and iOS phones & tablets.  There are just 4 Simple Steps

  1. Open the job you want to take payment for.  [If you want to send your customer an invoice, scroll to the Invoice row and tap on the Invoice toggle switch.  Tap the Invoice icon to bring up the Invoice Page (as shown above).  Email the invoice to your customer if you wish - just tap on the email icon.  You don't have to do this now - you can do send the invoice at any time.]  To process a credit card, click on the Credit Card icon.  
  2. The Payment page summarizes the services sold and the amount.  If correct, tap on the "Connect with Stripe" button.  
  3. This takes you to a form on Stripe's server where you can securely log into your Stripe account.
  4. Finally, you are presented with a Credit Card form.  Enter your customer's credit card number, expiration date and 3 digit code.  You can override the amount you charge by entering a dollar amount in the 'Amount ($)' box.  Tap on 'Submit Charge' and Stripe will take it from there, with the money deposited in your account within a day or two.

Monday, August 26, 2019

Tracking Worker Earnings

The WorkWell Command Center tracks your worker earnings for you - automatically.  Additionally, it enables you to easily create per-employee pay plans based on Hourly Earnings, Commission or Fixed pay per job.  OR, any combination of the 3.  What's more, you can modify an employee's pay plan for any given job.

For your hourly employees, WorkWell tracks their work time and calculates their wages over any period you want.  Wages can be broken down per job too, giving you a detailed accounting of all the work they have done - and all the wages they are due.

You can set up pay plans that incentivize your workers with commissions and upsell bonuses.  Offer your lead workers a stake in your business by paying commissions - a percentage of the jobs they do.  And, offer everyone fixed or commission bonuses for additional unplanned services that they sell customers while at the job.  You easily enter and track this information via the WorkWell Command Center, rendering a complex weekly chore into a simple 5-minute task.

Earnings Report

It is easy to determine what you owe your workers over any time period.  When you need to, you can also find all the details you need to track down what work each has done and when and also determine how productive they have been.

Open the Staff Management Table to see employee earnings.  To open this table, choose 'Staff' from the 'Admin' pulldown menu in the navigation header at the top.

Staff Management Table

Bring your attention to the 'Earnings', 'HoursWorked' and 'Jobs' columns.  The information is calculated over the period you have selected via the 'Earnings Period' selector at the top and considers only jobs with the status you have selected via the 'Earnings Job Status' selector.  In the example shown here, these columns reflect earnings for all paid jobs completed this week.

Employee Earnings Columns

In the 'Jobs' column, the green badges show how many jobs the employee worked on.  If you click on a badge, the Job Management Table will appear with jobs the employee has worked on.  This provides detailed information about the jobs, enabling you to research in detail that employee's compensation.

Below is the Selector that appears when you click the 'Earnings Period' button.  Choose among the preset date periods or choose 'Custom Period' if a preset date doesn't meet your needs.

Earnings Period Selector

If you choose 'Custom Period', the Start/End Date Selector shown below appears.  Click in the Start input box and a date selector will pop up from which you select a Start Date.  Likewise, click in the End input box to enter the End Date.

Custom Period Selector
Normally only jobs that have been completed and are Paid are included in the wage calculations.  You can choose to include all jobs that have been Invoiced and are finished but not necessarily paid yet (click on 'Invoiced') or all Finished Jobs that are not necessarily invoiced or paid yet.  Make your selection via the Job Status Selector that appears, as shown below, when you click the "Earnings Job Status" button.

Job Status Selector

Earnings Charts

Worker earnings are sometimes best viewed as charts.  To view the charts, click the 'Charts' button and charts will slide up from the beneath the Staff Management Table.  You may select among a few chart types.
Shown below is a Bar Chart of an employee's earnings, month-by-month, over the last year.  Select the employee whose earnings you wish to review.

Earnings of Individual Worker

You may choose any employee or choose all the employees as shown below.

All Worker Earnings
An Area Chart view, as shown below, shows all your employee earnings together on the same chart.

All Worker Earnings as an Area Chart

How are Earnings Calculated

For each job a worker is assigned, three parameters come into play for determining that worker's earnings.
  • Hourly Pay Rate.  
  • Commission Percentage
  • Fixed Amount for the Job
The Hourly Rate and Commission are shown in the Staff Table and can be modified in the Employee Form.  These are default values for determining employee wages.  When you create a new Job, these values will appear on the Job Form.  If an employee always has the same Hourly Rate and Commission, then simply use the default values on the Job Form and you don't have to do anything.  But if they differ for a particular job, you can change the rate and/or commission on the Job Form.

An Employee Form is shown below, with entries for the Hourly Pay Rate and Commission for that employee.

Employee Form - with Pay Setup

These 2 entries from the Employee Form are shown below.  They are part of your Employee setup and normally don't change until you give the employee a raise or change their role.
Pay Setup Options - Hourly Rate and Commission

As mentioned, when you create a job you can optionally enter different hourly, commission and/or fixed wage parameters.  These are located in the Worker Selection portion of the Job Form as shown below.

Notice that you can change any of these values for any of the employees assigned to the job - just click on the pencil icon next to any value.  Typically you would probably just accept the default values that are automatically assigned.  The worker's pay for the job is given in the 'Wage' column and is based on the duration of the job and the 'Hourly', 'Commission' and 'Fixed' columns.

For jobs consisting of multiple services, worker pay is also broken down for each line item.  In the Line Item Table shown below, the Labor Cost column enumerates the wages per service sold.

Line Items for a Job - Labor Cost is Broken Down per Line Item

Line Item Table - Labor Cost Column

The Line Item Table's Labor Cost column is shown at left.  It provides a per-line-item breakdown of the wages calculated for the job.  This example shows that $299.80 is owed in wages to the 3 employees assigned to the job.  This is further broken down across the 4 line-items - the line-item duration and pre-tax price are used to determine the wage earned for the line-item.  This level of detail is essential when you are interested in the profitability of each service (the line-items) you sell.

Monday, July 8, 2019

Scheduling a new job

Schedule a New Job

So a customer calls and wants you to stop by next week, either Wednesday or Friday, to clean the carpets in her home.  How do you schedule her?

You can schedule from the WorkWell Command Center if you are on your computer or with the Mobile App if you are in the field.  The Command Center offers the most capability and we recommend you do most of your scheduling there.  But it is easy to add new jobs from the Mobile App too. 

Employees must be authorized with the appropriate privileges to create new jobs.  Setting Employee Privileges

Scheduling from the Command Center

View our Scheduling Video on YouTube.

The most direct way to create/schedule a job is to just open the 'New Job' form and fill out all the information.  How to open a 'New Job' form

New Job Form
New Job Form

In the 'When' box, choose the start date and time.  The end date and time will be set automatically from the services you select as line items (the services you have set up will have a default duration that you assign).  You can click 'Override' to set the end date and time yourself.
Job Start and End Date/Time
Job Start/End
But normally, you need to see when and where all your other jobs are already scheduled and who is responsible for these jobs.  Normally, you want to use the Scheduler.  Select 'Jobs' and Highlight by 'Workers'.  This will show all the jobs, color-coded by which worker is responsible for doing them.  Choose an available time on the day you would like to do the job - assign the job to an available worker.  Make sure jobs of the same color do not overlap - after all, a worker cannot be in two places at the same time.

Job Schedule
Schedule for This Week - Color-Coded by Worker
To create the job, double click on the calendar in the desired timeslot.  The 'New Job' form will pop up and allow you to enter the job information - like which customer, the worker(s) you are assigning to do the job, the line items describing the work, etc.

Of course, you also want to include job locations in your scheduling decisions.  Ideally, you schedule jobs and assign to available workers based on when a worker is already in the general area that the new job is located in.  For this, just open the Map page and take a look at where all the already scheduled jobs are located.  Under selection criteria, select a timeframe that covers the days you are considering for the new job - choose 'This Week', for example.  Also, choose the workers you want to colorize for.  The markers that appear will show you where the jobs are located and will be colored by worker.  The table below the map will give you the job details.  With this map view, you will be able to see if and when a worker is in the same town as the new job.

Location of Jobs This Week
Job Locations - Color-Coded by Worker

Scheduling from the Mobile App

On the Mobile App, you can view your schedule in a Month or Day view like shown.
Mobile App Calendar - Month & Day Views
Mobile App Calendar - Month & Day Views

When you decide the Date & Time for the new job, go to the Job List view and click the + icon in the upper right.

Job List - Click Plus Icon to Add New Job
Job List - Click Plus Icon to Add New Job

The New Job form will appear - choose the customer, select the job start date, time and duration.  Choose the services under Line items.  Etc.

New Job Form - Describe the Job
New Job Form - Describe the Job

Today's 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


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.


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

Scheduling Blog Post
View our Scheduling Video on YouTube.


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.


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.