Basic Steps
📋 Review Jobs Done
Create a Saved Filter in the Invoice List to view all jobs that have been invoiced for the day.
🔄 Review Carry-Over Jobs
Check the weekly calendar for any jobs that haven’t been invoiced. If a job is still pending, drag it to the next day.
⏰ Set Booking Reminders
Set up reminders for any bookings scheduled for tomorrow to keep things on track.
Advanced Tips
📅 Plan for Tomorrow
Review jobs scheduled for the next day, assign technicians, and order parts to ensure everything runs smoothly.
By following these steps, you’ll keep everything organised and make sure the next day is set up for success.