Installer.com provides tools to manage your team's schedule and bookings. This article guides you through accessing these features and understanding related information.
Navigate to Scheduling Tools
Click Scheduler in the sidebar menu for resource planning and task assignment. This tool helps optimize driving time and billable hours for your team.
Click Bookings in the sidebar menu to view scheduled appointments.
Review Scheduling Metrics
The dashboard displays a Bookings / On hold card, showing the number of scheduled or paused jobs.
Related Information
The news feed often contains updates about scheduling. For example, a post about a "new booking planner" highlights features for optimizing driving time and billable hours.
Customer portal updates allow customers to view their bookings, which can impact your scheduling.
Need help? Contact Installer.com support.