Scheduling

Drag and drop

Drag and drop makes job and team management simple

You will be able to make full use of the resources you have with an intuitive scheduling system. It’s easier to balance workloads by sharing jobs between all your team members and you can always see exactly what jobs each team member has been assigned.

• Give specialist or important jobs to your key team members
• When your team needs to get the job done fast you can assign multiple staff to a job, including a lead and back-up installer
• See who has capacity and insert the job into their day
• See ahead of time what that means for your resources and if other jobs need to be reassigned.
• Adjust quickly when staff are away
• Ensure all your jobs are allocated so nothing falls through the cracks

Custom Views

Create custom views

The schedule allows for flexible views so that you can see the most important information on one screen.

• Change what you are seeing with the ability to show detailed mode
• View total time taken from an installers day
• Show gaps and customise gap duration
• Show overlaps to identify when you've scheduled too tightly
• Toggle map view & routes to plan efficiently

Travel times

Stay on schedule with routes and travel times

Cut down on unnecessary travel time by planning your site visits efficiently.

• Scheduling that is linked to an app on the installer's phone
• Add jobs and make changes throughout the day with ease
• Colour coded for each team member
• Travel time and distance estimates are included for each job

Scheduling Statuses

Statuses for scheduling

When scheduling you have tasks that you can allocate. This lets you manage your tasks in a way that when visits are completed it will link back to the work order, marking it as ready to invoice.

When all items in the work order are invoicable, it is now ready to be completed. This is great for your accounts team to see which jobs are ready to be invoiced so you can keep your cash flow positive.

Confirmations

Keep the customer informed with updates and confirmations

Happy customers are repeat customers and help you build your reputation. Smart Glazier Business makes it easy for you to keep them updated. This is made much faster because the system auto-populates the customer's name, installer's name and customer contact information into your emails.

• Give accurate information to customers on the phone
• Find the best option available to you when you need to make changes
• Email customers to confirm and change appointments
• Quickly adjust times and dates
• See how the changes affect your other timings
• Updated job information can be synced to your team's phones