Navigating Overdue

Learn how to efficiently locate, sort, and update overdue jobs within the Overdue tab. This guide simplifies the process of managing overdue client services to ensure your workflow remains organised and up to date.

Squeegee Team
7 steps
41 seconds

Sqgee

Navigate to Overdue

The Overdue tab will show all jobs in an overdue state in your account. You can click the 'All Rounds' option to select particular rounds if you only want to view overdue jobs in certain rounds.

You can use the sort icon in the top left to sort by most overdue -> least overdue, or vice versa.

You can also use the search icon to filter the list even further.

You can use the Advanced Search function here too. You can find further guidance on this here <https://scribehow.com/o/lQglArI1TWiF5Tqfjd7_lg/viewer/Advanced_Customer_and_Job_Search__bTmnusuHSYyp7frhRIdlDQ>

Click on a job entry to view or update its details

As with many views in the app, you can click on the double ticks to multi select all overdue jobs within that day. You can click the individual coloured numbered dots too to select/deselect the jobs in bulk. With this, you'll see the action bar appear at the top which will allow you to: - Assign the selected job/s to a user - Assign the selected job/s to a round - Message the selected customer/s - Skip the selected job/s - Replan the selected job/s - Mark the selected job/s as done - Reset the schedule on the selected job/s