You could use an Oppportunity or Property tag for specific days and review the scheduled work tickets in a ticket list diplaying the tag(s) before or on a seperate screen while rearranging the schedule
Not sure I understand completely but it sounds like you just need to set up a recurring schedule for that specific ticket/service/opportunity and potentially limit who can and can’t edit the schedule board so it doesn’t slip through the cracks.
Not sure I understand completely but it sounds like you just need to set up a recurring schedule for that specific ticket/service/opportunity and potentially limit who can and can’t edit the schedule board so it doesn’t slip through the cracks.
It is more of a customer service aspect i guess. Customers call in because it starts to get warm and they want their pre emergent applied and ask to be put on the schedule as soon as possible. We are working on the other side of town making our way East to West and now we have a customer on the other side of town wanting their service before we will reach that area.
Yah that can be tough! Develop a plan and let them know the plan and stick to the plan… Otherwise you will be running back and forth and you’ll have clients on both sides upset. Hope you come up with a good solution, best of luck!
We have a similar issue. I personally would love it if Aspire had a dedicated spot for scheduling notes, so they don’t show in the operation notes and vice-versa. We put scheduling notes at the top of the Operation Notes in all caps and surrounded by tildes (~~~) so they stand out when displaying notes on the scheduling screen or in the Work Tickets module.
Another possibility may be using the Anticipated Start Dates. I don’t know how you use Aspire, but maybe you can change the ASD for the tickets that need to be done on a specific date. If you set up a service schedule for that service, you could easily filter out, or filter for, the tickets with an ASD that are, or are not, on the first of the month.
As a 3rd possible workaround, maybe you can use the service name abbreviation override. I think that field can be changed even after an opportunity is won. Maybe you can “stash” the date there if there’s space, and display it on your lists.
I hope that helps, or at least gives you some options. Best of luck to you!
I utilize Property Tags. You can then use these as a filter when scheduling.