Summary
The Work Pool is an area off the Calendar that contains unscheduled appointments. Click the Work Pool & Missed button to view jobs in the Work Pool. Work Pool work orders are excluded from receiving automatic Appointment Reminders.
Key Points
The Work Pool serves many purposes, use it for:
Accepted Estimates create a Work Orders that is in the Work Pool
Your to-do list / customer call list
Recurring call-to-schedule appointments
Recurring 'anytime' appointments (commercial account or for an exterior residential account where the resident doesn't need to be home)
Work orders that do not have a set day or time and you do not want Appointment Reminders to go out until the day and time is scheduled.
Items in the Work Pool are not scheduled in the Calendar and do not have the time set. Appointment Reminders do not automatically send for these work orders.
An appointment is added to the Work Pool when you click Add to work pool from the Schedule tab when creating a Work Order.
When you save the Work Order, it appears in the Work Pool & Missed tab in the Calendar.
From the Dashboard, click Calendar
Click the Work Pool & Missed button in the upper right
Click Filter List
Use filters to see exactly the jobs you want to service; type the customer name [or leave blank to see all customers], city, zip, street [or leave blank for all], Date range, Status, Route, Frequency, or Service Type
To schedule a Work Pool into the Calendar:
Find the customer in the list
Click and drag the Work Pool entry into the calendar and drop it on the appropriate day and time
Tip The default date range for the Work Pool is monthly, meaning the search range is the first to the last of the month. As you get closer to the end of the month, your Work Pool will appear to be shrinking. And on the last day of the month it'll be all but gone. Change your date filter so the end date ends somewhere in the next month and you'll see your Work Pool.
Also watch these videos:
Continue on to Calendar - getting started