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📅 Scheduling Guides

2 min read

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  • 📅 How to Schedule Non-Chargeable Job or Task
  • ⏰ Setting up Automated Reminders for Scheduled Jobs or Quotes
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    Efficient scheduling is the cornerstone of a streamlined and productive business. With Ascora's robust scheduling features, you can ensure your team operates smoothly, minimizes downtime, and delivers exceptional service to clients. Whether you need to book jobs or quotes directly from their details pages, utilize map-based planning, or manage staff availability using roster views, Ascora empowers you to stay organized and responsive.

    What Ascora’s Scheduling Tools Can Do for You:

    • Flexible Scheduling: Seamlessly book jobs or quotes from various views, including job details, quote details, and the Scheduler.
    • Visual Planning: Use tools like the Job Map, Roster, or Whiteboard to plan and optimize bookings visually.
    • Customer Engagement: Automate reminders, send confirmations, and issue alerts to ensure clients stay informed every step of the way.
    • Advanced Features: Leverage team scheduling, groupings, and consecutive bookings for complex or ongoing jobs.

    With these guides, you’ll learn how to configure the Scheduler, manage bookings, and use advanced features to maximize your team's efficiency. Explore the links below to discover how Ascora makes scheduling easy, intuitive, and tailored to your business needs.

    📽 Watch the video guide ⤵


    Scheduling Setup and Configuration


    📆 Configure the Scheduler

    📧 How Scheduler Email Works

    🔖 How to Allow Additional Booking

    ➿ How to Change Scheduler View

    🤼 How to use Scheduler Groupings

    📅 Using Teams for Scheduling

    Scheduling Techniques


    🔄 How to Set Up Consecutive Days Job Bookings

    🔎 Navigating the Scheduler

    🗺 Scheduling via the Job Map

    ⏲ Scheduling via the Roster

    👩🏻‍🏫 Using the Job Whiteboard

    🎉 Using the Ascora Activities Feature

    Scheduling Jobs and Quotes


    📆 Schedule a Job from the Job Details

    ℹ Creating, Editing, and Cancelling Quote Bookings

    📆 Schedule a Job from the Scheduler

    📆 Schedule a Quote from the Scheduler

    📅 How to Schedule Non-Chargeable Job or Task

    Customer Communication & Notifications


    📳 Sending Confirmations or Alerts for Scheduled Jobs

    ⏰ Setting up Automated Reminders for Scheduled Jobs or Quotes


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