Calendar and Visits

Visits (office and Site Manager)

Site visits for work that is not a job yet: a measure up, a quote walk-through, a first meeting. The counts at the top are Upcoming, This week and Not confirmed.

1. Press New visit: client, mobile, site address, date, time, length and who goes.
2. Press Text the client. Until the SMS account is connected it opens the message, already written, on your own phone.
3. When the client says yes, press Client confirmed.
4. Add to Outlook puts that one visit in your calendar.
5. After the visit, press Mark done.

Each visit shows who goes and who booked it. Moving a confirmed visit puts it back to Not confirmed, because the client has to agree to the new time. Cancel visit asks first and does not tell the client for you.

Calendar (office and Site Manager)

One month: every visit, and the first and last planned day of each job you can see. Solid black is a confirmed visit, dashed is not confirmed, outlined is a job start, a thick left edge is a job finish. Today has the yellow mark. On the phone the month shows as a list.

Subscribe in Outlook

Press Subscribe in Outlook once and BulkDesk shows your private calendar address. In Outlook choose Add calendar, Subscribe from web, and paste it. It also works in Google Calendar and the phone calendar. Outlook refreshes on its own timing, often a few hours. The address works like a password: do not share it. New calendar address replaces it.