Once a quote is accepted, the Scheduler tab will be available for the assignment.
The scheduler allows the user to organize the different services and tasks that need to be performed throughout the move.
To add a timeline to the scheduler, the user needs to select a date.
- When a date is selected for a service, the user will have to choose the location of the service (Origin;Destination), and the timeline for the service to be performed.
- Tasks automatically receive a date based on the company settings. However, the user can change the date by selecting and saving a new one. Task can also be completed from the scheduler after opening the task. They will then be green and the progress will change to completed.
Any update made in the Services section will update the scheduler as well.
Use the filter on the top right of the page to focus the view on a specific service group.