What am I doing today?
Open the diary for the day or the working week and see the customer, job and time together.
See the day before it gets away from you.
Put visits in the diary with the customer and job already attached. When plans move or the work is finished, see what changed and what needs doing next.
Know where the work fits.
This three-day view shows five visits, including Farah Malik’s boiler service and Elliot Clarke’s regular heating check. The customer, time and work are visible together.
Available time stays visible too, which makes it easier to decide whether a new visit fits or an existing one needs to move.
Finish the visit and know what needs doing next.
Elliot Clarke’s visit is marked complete at 13:05. The next step, confirm and bill, sits with that record instead of becoming something to remember later.
The same Today screen also keeps the next appointment and a quote waiting for review in view, so the useful decisions are easy to find.
Questions you need answered during the day.
Where can I fit another visit?
The schedule leaves the available time visible and lets you move a visit when the day changes.
What happens after the visit?
Today shows the completed work and the next useful action, such as confirming the details and raising the invoice.
Next, see what needs invoicing or chasing.
Review the price details kept with the job, then see which invoices are paid, outstanding or overdue.