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6b. Adding More Jobs to Existing Customers

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Written by Gio Rietti

TRANSCRIPTION
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--- CLIP 2: Adding More Jobs to Existing Customers ---

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[00:04:14]

you can always add additional tasks or events.

[00:04:18]

So maybe we have to come back here for two more days and we have to come back and I'm

[00:04:24]

going to select the same crew and maybe for these two days we're doing something else.

[00:04:29]

So I'm going to adjust the name, I could say in here we're going to add a clean up.

[00:04:37]

So now the name is going to show clean up and that will show over here in the schedule

[00:04:42]

as well.

[00:04:44]

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

[00:05:03]

the utility locates.

[00:05:04]

I can click on Monday, click new task and you'll see that there is a type of task for

[00:05:10]

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.

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