Let's say you have a customer that requires new floors for her guest house and you want to set 4 different events for this job, such as the demolition, the installing, the cleaning, and the payment collection.
You can add these 4 events in a few different ways. The first and most simple path is:
Click on Jobs tab Jobs Create a new job record or go into an already created record. Then, schedule all the separate events you need.
Here are each of the fields when creating an event:
Date and time
Task type: work, time-off, reminder, or estimate
Assigned to: to which tech do you want to assign this event
And finally, click on Add Event to save changes
The other option is to schedule through the calendar.
First, create the job record from the calendar by double-clicking on the calendar. In "Notes" of the event information, write the name of the first event which, retaking the example we already used, would be "Floor demolition". Finally, add the event.
Then, the second step would be:
Double click in the desired part of the calendar to create the additional event
Select Work Existing Job or Opportunity
Type the contact name
Select the correct job record
Complete the event information
Click on Add Event to save changes
And so on with all the multiple events you want to schedule.
Note: If you already have a job record just follow the second step.
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