How to track job categories/special requirements?
Just wondering if anyone has some ideas around this, or has found a solution for themselves...
We have some jobs with special requirements, for example:
- Require visit reminders (our Admin follows up manually if a visit is rescheduled after the automated reminder has been sent)
- Special scheduling requirements (eg. visits can only be completed on Fridays)
- Fixed price invoicing regardless of job time/time based invoicing (often different work categories are one way or the other, but we have some jobs that don't fit that strict "category rule")
We currently use an emoji shorthand in job titles so we can quickly see at a glance things like what standard the property should be maintained, whether we only do lawn services or gardens are also included at the property, if they have a dog, that the job is correctly scheduled for summer/winter, etc. But these are tailored for the field crew and I'd prefer to avoid overloading the job info/titles and keep it simple for the crews.
It's really admin/office staff who need to see the different info mentioned in the bullet points. I was thinking we can use Calendar Colours, but does anyone have other tricks up their sleeve?
