TRANSCRIPTION
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--- CLIP 2: Adding More Jobs to Existing Customers ---
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you can always add additional tasks or events.
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So maybe we have to come back here for two more days and we have to come back and I'm
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going to select the same crew and maybe for these two days we're doing something else.
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So I'm going to adjust the name, I could say in here we're going to add a clean up.
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So now the name is going to show clean up and that will show over here in the schedule
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as well.
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So you can break it out, you can put in descriptions, whatever you need to do.
[00:04:47]
If you don't want to send out those emails, you can just skip that and now we have another
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section scheduled here.
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In addition to that, you can also schedule tasks and events.
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So maybe one week before we start this job, we want a reminder to make sure we call in
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the utility locates.
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I can click on Monday, click new task and you'll see that there is a type of task for
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utility located and I can select who I want that to go to.
[00:05:17]
And now this will create a task for them to call in the utility locates and you can also
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send an email to the customer if you'd like, letting them know that your utility locating
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is scheduled and we're planning to call it in on this day.
[00:05:32]
So that's how that works.
[00:05:33]
Now you have a couple of different tasks.