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, which create a Work Order that lands in the Work Pool.
Your to-do list/customer call list.
Recurring call-to-schedule appointments.
Recurring "anytime" appointments (a commercial account, or an exterior residential account where the resident doesn't need to be home).
Work orders without a set day or time, where you don't want Appointment Reminders to go out until the appointment is scheduled.

How the Work Pool works

Items in the Work Pool are not scheduled in the Calendar and have no set time, so Appointment Reminders do not automatically send for them.

An appointment is added to the Work Pool when you check Add to work pool on the Schedule tab while creating a Work Order. When you save the Work Order, it appears in the Work Pool & Missed tab in the Calendar.

View the Work Pool

From the Dashboard, click Calendar.
Click the Work Pool & Missed button in the upper right.
Click Filter List.
Use the filters to narrow to exactly the jobs you want: customer name (or leave blank for all), city, ZIP, street (or leave blank for all), date range, status, route, frequency, or service type.

Schedule a Work Pool item into the Calendar

Find the customer in the list.
Click and drag the Work Pool entry onto the appropriate day and time in the calendar.

Tip: The default date range for the Work Pool is monthly (the first to the last of the month). As you near the end of the month, your Work Pool will appear to shrink — and on the last day it'll be nearly empty. Change the end date of your date filter to sometime in the next month and your Work Pool will reappear.

Continue on to Calendar — Getting Started.

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