Work is never missed
Missed and cancelled visits are recorded, and each one waits with a suggested slot until you decide.
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A cancelled or missed visit is easy to forget, and the customer only notices when nobody comes.
Every missed and cancelled visit is recorded, and each one waits with a suggested slot until you decide what happens to it.
Suggested slots
Waiting to be scheduled offers a slot for each visit, the nearest first.
The history
Every missed and cancelled visit not being rescheduled on one page, filtered by customer, property, team member, reason and status.
On the dashboard
The latest entries sit on the dashboard with a link to the full list.
Also included
- Missed visits recorded. A visit whose due window passes before it is placed is recorded as missed, with the reason.
- Cancelled visits recorded. Every cancellation is kept with its date, its reason, its value and whether it was charged.
- A status for each. Each entry reads Cancelled or Not rescheduled, and a visit being rearranged waits on Waiting to be scheduled.
- Reschedule or not. Decide each cancellation: put it on the list with Reschedule, or record with Don't reschedule that no new visit will be booked.
- Book in one tap. Book the suggested slot, or choose another from the ones offered.
- When nothing fits. The diary can suggest moving one other visit to make room, and shows what would move before you agree.
- Tell the customer. Closing an entry can email the customer that the visit will not be rearranged.
- Download. Export the history as an Excel file, with the filters and dates you choose.
Questions about this feature
What happens when a day is too full?
The diary never overloads a day by itself: a visit that does not fit waits to be scheduled instead. If you place one anyway, the day is marked overloaded and you are told. Each night the diary also checks the whole planning window, 13 weeks unless you change it, and moves, or in self mode suggests moving, a routine off a day that is full in more than half the weeks two nights running. Read more: What an overloaded day is and how to clear it
How will I know when something needs me?
The Notifications page lists what the app did for you and anything that needs you, such as a missed visit or an overloaded day. For each kind you choose whether it shows in the app, sends you an email or sends a push notification to your phone. Read more: Notifications