Navigating the Multi Planner
In this tutorial you will see how the multi planner works and what features are available within it.
Squeegee Team
18 steps
3 minutes
Sqg
Sqgee
1
The Multi Planner has similar functionality to the Work Planner, but will instead show a box view of your jobs, with the weeks going down rather than across.
2
You will need to click on 'Previous Week' and 'Next Week' to view past and future jobs.
View Options
3
You can adjust the view of the multi planner by clicking the top right three dots > 'Planner View Options'. You can then choose to see: - Show Only Not Done Jobs - Privacy Mode (this will hide job prices) - Replace Address With Customer Names in Multi Planner You can toggle on more than one and then click 'Ok' to apply these changes.
From the top right three dots, you also have the option to 'Shift Entire Schedule' and 'Reset Entire Schedule'. You can find tutorials on these here: Shift Entire Schedule: <https://scribehow.com/viewer/Shift_Entire_Schedule__Ogyz7TbPRS2YELmE1VPzaA> Reset Entire Schedule: <https://scribehow.com/viewer/Reset_Entire_Schedule__iHY4Cd_jQ1qH_8VbxxvtVA>
Filtering Work
4
You can filter to see individual users work.
5
Or you can filter to see teams workload.
6
You can also use the filter icon in the top list to filter for specific jobs.
7
You have the option to **Sort by**: - Planned Order - Due Date - Distance From Me - Start Time - Price - Service Description
8
You will also be able to reorder the **Direction** of the list into: - Ascending - Descending
9
Finally, you will see the option to **Filter By**: - Round - Service - Status - Assigned to
Sending Appointment Reminders
10
Click into the pink three dots.
11
You can send the appointment reminders for that day by clicking the pink three dots and selecting the corresponding option (this will use the default notification method saved on the customer and will need this in order for this option to show as expected).
You can find further guidance on sending appointment reminders here <https://scribehow.com/o/lQglArI1TWiF5Tqfjd7_lg/viewer/Sending_Appointment_Reminders__KWqCUeKQTaeAczqvE6o5Rg?referrer=knowledge-page>
Creating Appointments, Quotes, Jobs and Adding Work
12
You can create an appointment for a chosen customer.
13
You will be able to create a quote for a chosen customer
14
You can also add a new job for a chosen customer.
15
Finally, you can add work from the job list to the current day.
Day Notes
16
You can add 'Day Notes' by going to the pink three dots > Add Notes To Current Day. Once you have finished typing, click 'Save'. You can currently view these notes displayed above the list of jobs in the Work Planner.
Job Actions
17
Once you have clicked into a job, you'll be able to click the pink three dots to perform the below possible actions: - Done - Done And Paid - Replan - Skip - Assign
Bulk Actions
18
You can also initiate actions by clicking on the grey bar that runs across the top of the job (you can select multiple jobs). This will make an action bar appear in the top right corner of the screen where you can: - Reassign - Move to Round - Message customers - Mark as Skipped - Replan - Mark as Done - Reset Selected Schedule
Navigating the Multi Planner
In this tutorial you will see how the multi planner works and what features are available within it.
Squeegee Team
18 steps
3 minutes
Sqg
Sqgee
1
The Multi Planner has similar functionality to the Work Planner, but will instead show a box view of your jobs, with the weeks going down rather than across.
2
You will need to click on 'Previous Week' and 'Next Week' to view past and future jobs.
View Options
3
You can adjust the view of the multi planner by clicking the top right three dots > 'Planner View Options'. You can then choose to see: - Show Only Not Done Jobs - Privacy Mode (this will hide job prices) - Replace Address With Customer Names in Multi Planner You can toggle on more than one and then click 'Ok' to apply these changes.
From the top right three dots, you also have the option to 'Shift Entire Schedule' and 'Reset Entire Schedule'. You can find tutorials on these here: Shift Entire Schedule: <https://scribehow.com/viewer/Shift_Entire_Schedule__Ogyz7TbPRS2YELmE1VPzaA> Reset Entire Schedule: <https://scribehow.com/viewer/Reset_Entire_Schedule__iHY4Cd_jQ1qH_8VbxxvtVA>
Filtering Work
4
You can filter to see individual users work.
5
Or you can filter to see teams workload.
6
You can also use the filter icon in the top list to filter for specific jobs.
7
You have the option to **Sort by**: - Planned Order - Due Date - Distance From Me - Start Time - Price - Service Description
8
You will also be able to reorder the **Direction** of the list into: - Ascending - Descending
9
Finally, you will see the option to **Filter By**: - Round - Service - Status - Assigned to
Sending Appointment Reminders
10
Click into the pink three dots.
11
You can send the appointment reminders for that day by clicking the pink three dots and selecting the corresponding option (this will use the default notification method saved on the customer and will need this in order for this option to show as expected).
You can find further guidance on sending appointment reminders here <https://scribehow.com/o/lQglArI1TWiF5Tqfjd7_lg/viewer/Sending_Appointment_Reminders__KWqCUeKQTaeAczqvE6o5Rg?referrer=knowledge-page>
Creating Appointments, Quotes, Jobs and Adding Work
12
You can create an appointment for a chosen customer.
13
You will be able to create a quote for a chosen customer
14
You can also add a new job for a chosen customer.
15
Finally, you can add work from the job list to the current day.
Day Notes
16
You can add 'Day Notes' by going to the pink three dots > Add Notes To Current Day. Once you have finished typing, click 'Save'. You can currently view these notes displayed above the list of jobs in the Work Planner.
Job Actions
17
Once you have clicked into a job, you'll be able to click the pink three dots to perform the below possible actions: - Done - Done And Paid - Replan - Skip - Assign
Bulk Actions
18
You can also initiate actions by clicking on the grey bar that runs across the top of the job (you can select multiple jobs). This will make an action bar appear in the top right corner of the screen where you can: - Reassign - Move to Round - Message customers - Mark as Skipped - Replan - Mark as Done - Reset Selected Schedule
