Forum Discussion
Drywall or multi visit scheduling
Would love to hear what others are doing to mitigate the manual chaos of scheduling multiple visits. Currently right now as quotes are approved we build the jobs in a Google sheets we call our schedu...
Hi,
We do everything in "day" view on the schedule. First I always make sure each active job has an active visit. From there I just make a new visit for each day we'll be on a job (I'll guesstimate) and tag each employee to the visits each day and make sure they cover the time frame I want them to be there each day which is usually 9am to 4pm give or take for full day jobs. Let's say I'm pretty sure it will need 5 days but might carry over to a 6th day, then on that 6th day I'll make a task with the customer's name/city/brief description and tag it to the lead person in the 9am - 10am slot so I know I might need more time. Sometimes I'll even make it a full day and into the next day too temporarily. Then I'll make a new actual visit if we do need to carry over. The title of the task might be something like "Smith/San Diego/Finish Paint Possible".
Hope that helps!
