Name: Module 7.4 Jobs and scheduling settings
SKU: Squeegee
Rating: 4.7 (81 reviews)

**MODULE 7 - ADMINS AND OWNERS - GLOBAL SETTINGS**

**7.4: Jobs and scheduling**

To start with, there are some settings that relate to the way the planners look:

**Work planner bar sizes**
Work planner bar sizes can be set to the:

- number of jobs or 
- value of jobs; 

**Per User Workload capacity**
It’s the same for the worker capacity that is shown on the user avatars on the planner and overview

**My Work planner visibility**
Workers can have their planners restricted to just today's work on this next setting to simplify their app. 

**Pin Chart area in work planner and multi-planner**
You can choose whether to keep the chart pinned on the work planner and my work views and the workload area in the multi-planner view. 

**<u>Defaults on job scheduling</u>**
The following few items directly relate to scheduling jobs and making sure this is as quick a process as possible each time.

**Job frequency**
The default job frequency will be how each repeating job loads on the schedule picker. 
So if you are a company that works mainly on a 4 week basis, you can set this to 4 weeks.

If you mainly work on a monthly basis, you can either set to 
- a date of each month, 
- or for businesses that have set working days, a better way to set this is to choose a week of the month on a working day such as:
- every 1 month 
- on week 3 
- on a Tuesday for example. 

This is just the default so all new repeating jobs will open with this on the frequency picker which can save lots of time when adding in new jobs and quotes. 

**Job duration**
The default job duration will help with your planning to know how long each job should take so you can calculate capacity. 

**Work assignment**
If there is a particular worker who should have all new jobs assigned to them, this can be set here. 



By the end of this module, you'll be able to set the default job frequency for repeating jobs, the default job duration and default assignee as well as choosing how the charts appear on the my work and work planner views. 

By the end of this module, you'll understand how this setting needs to be set for replanning to work the way you need it to for your business. You'll know what to expect when replanning jobs from the planners. 

Module 7.05 The replan updates schedule setting

By the end of this module, you'll be able to understand these settings and set them accordingly for your business.

Module 7.06 Functions on completing jobs

Module 7.04 Jobs and scheduling settings

By the end of the module, you'll be able to have set everything needed to send quotes and handle the booking element once customers have replied as you wish to. 

Module 7.14 Quotes

By the end of this module, you'll know where to locate connected services to link up and manage. 

Module 7.12.1 Connected services

By the end of this module, you'll be able to set up Squeegee SMS or two-way SMS, know how much each credit costs your business, top-up credits and set up auto top-up. 

Module 7.11.2 SMS settings

By the end of this module, you'll be able to set an invoice prefix and set the start number of the invoices in Squeegee for when you're ready to go live with the system. 

Module 7.12.8 Invoice prefix and start number

By the end of this module, you'll know where to find the setting for hiding one of the payment methods. 

Module 7.11.5 Hide Automatic payment methods from invites

By the end of this module, you'll be able to choose if you'd like to have either or both of the automated payment method options to be hidden from the invoice to all customers. 

Module 7.12.5 Hide automated payment methods from invoices

By the end of this module, you'll be able to enable skip reasons for jobs and set a list of predefined reasons for workers to choose from when marking jobs as skipped. 

Module 7.10 Settings on predefined reasons for skipped jobs

By the end of this module, you'll be able to know how to set up 2 way email

Module 7.11.3 Setting up 2 way email

By the end of this module, you'll be able to set this setting to suit your business. 

Module 7.12.4 Duplicate GoCardless payment protection

By the end of this module, you'll understand the Day Pilot settings and be able to set them how you need them to work for your business. 

Module 7.08 Settings for Day Pilot

By the end of the unit, you will understand where to find the global settings for your account and how they affect the way the system works on customers, jobs etc. 

Module 7.01 Understanding the admin and owner roles and permissions

By the end of this module, you'll be able to set your preference on the global image quality of attachments and view the amount of storage being used. 

Module 7.03 Attachments settings

By the end of this module, you'll be able to choose which bank account should be linked to different payment types during bank reconciliation.  

Module 7.13 Payment Accounts

By the end of this module, you'll be able to set your preferred method of notification globally for all new customers added to the system, and know that this can be changed on the individual customer settings. 

Module 7.11.1 Default notification methods

By the end of this module, you'll be able to know where to upload your business logo for use in other places in the app, and how to change the look of the charts in the planner views. 

Module 7.02 General Settings

By the end of this unit, you'll know where to request a data import from and how to archive older transactions and data if needed. 

Module 7.15 Data

By the end of this module, you'll be know where to find the global settings for work-sign off and time-tracking on jobs and be able to set a list of predefined reasons for workers to choose from to pause the timer. 

Module 7.09 Settings on work sign-off and time tracking

By the end of this module, you'll be able to set the invoice automation settings as you need to for your business. 

Module 7.12.3 Invoice automation

Module 7.12.6 shows where to add default invoice notes in settings and gives some ideas as to what should be included in this section of the invoice.

Module 7.12.6 Default invoice notes

By the end of this module, you'll be able to set your invoice and expense tax rates, enter your tax number and set the tax label. 

Module 7.12.7 Expense and invoice tax

By the end of this module, you'll be able to set a global payment period which then gives a 'due date' on invoices. 

Module 7.12.2 Invoice payment period

By the end of this unit, you'll know where to find the message templates for the different types of communication. 

Module 7.11.4 Message templates

By the end of this module, you'll be able to set the settings for workers and planners on your account to match your business needs. 

Module 7.04 Jobs and scheduling settings

By the end of this module, you'll be able to set the default job frequency for repeating jobs, the default job duration and default assignee as well as choosing how the charts appear on the my work and work planner views.

Module 7.14 Quotes - 1 min