How to use Scheduling Report

This report provides a daily overview of your scheduled jobs and customer status. It is useful for planning, tracking, and ensuring smooth operations.

1. Accessing the Report

• Go to Reports → Scheduling Report

• Select the date you want to pull (e.g., tomorrow)

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2. What the Report Shows

• Customer list: All scheduled customers for the selected day

• Status: Signed, canceled, or other relevant job statuses

• Contact information: Phone numbers, emails, and any notes

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3. Key Features

• Downloadable for printing or offline reference

• Helps schedulers track daily workload

• Provides a backup in case of internet or software issues

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4. Best Practices

• Print the report daily at the end of the day for the next day’s schedule

• Use as a quick reference for staff or cleaner assignments

• Helps prevent missed appointments if technology fails