In Chariot, effectively managing your job schedule includes the ability to postpone or put jobs on hold. Whether a customer requests a delay without a specific date in mind or you need to temporarily remove a job from the schedule, Chariot makes it easy to handle these situations without complications.
Postponing a Job in Chariot: A Step-by-Step Guide
Access Job Details: Navigate to the job in question, such as Meg Ryan's job on Crew Theory, and access the job details.
Choose the Action: Click on "Actions" and select "Update Stage." From here, you can choose "On Hold/Postponed."
Confirmation Dialogue: Once you've selected the desired action, a confirmation dialogue will appear, notifying you that the job will be removed from the schedule.
Confirm the Change: Confirm the action, and you'll see the stage change to "On Hold" / "Postponed," indicating that the job has been successfully removed from the schedule.
Dashboard Overview: Check the Jobs Dashboard to see the updated status. You'll find a section highlighting the number of jobs on hold or postponed.
Cancel On-Hold/Postponed Jobs
If a on-hold job cancels, you can move jobs in the On-Hold or Postponed stage directly to Canceled. This means there’s no need to first move them to Booked, streamlining your workflow and keeping your job list organized and up-to-date.
Benefits of Using On Hold/Postpone Feature
Capacity Optimization: By postponing a job, you free up scheduling capacity, ensuring efficient use of resources.
Organized Reporting: The system keeps track of postponed jobs separately, preventing any complications in reporting.
Flexible Rescheduling: When the customer is ready to rebook, simply update the job details with the new date, avoiding the need for cancellations or duplications.
Conclusion
Chariot's "On Hold/Postponed" feature is designed to simplify your scheduling management. Whether you need to delay a job indefinitely or make room for other priorities, this tool ensures flexibility without compromising your reporting integrity. Stay organized and responsive to customer needs with Chariot's intuitive job management capabilities.