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Dispatchers
Schedule
- Handle crew problems and add-on requests
Crew problems and add-on requests show under From the crews on Today. Open the job to approve or decline an add-on, deal with the no-show fee, or adjust the crew's time.
- Place a job on a crew's day
On Schedule, drag a card from the Unscheduled tray onto a crew's row at the hour you want. Red conflicts open a Place anyway? box; you can also drag a placed job to another crew or back to the tray.
- Plan routes for a day
On Schedule, select Plan routes, choose the crews and read Current against Proposed. Nothing on the board changes until you select Accept crew or Accept all.
- Read the Today page
Today shows who is where. Work the Alerts card from the top (red first), check the status chip on each stop under Crews today, then use the board below to move jobs.
Customers
- Create a job for a customer
Select New Job on Today or Schedule, or Book for this customer on the customer's page, and follow the five steps. For a repeating schedule use Add recurring on the customer's page.
Team
- Manage your team and their hours
On Team, the Crews tab holds your crews and the Cleaners tab holds each cleaner, their weekly hours and time off. Owners also add cleaners, send invites and switch people off.
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