Scheduling & operations

A customer asked for something? Paste it in

The dashboard box that turns a pasted request into a crew task on the right visit.

Customer rings or emails asking for something doing — "the hypericum in front of no2 needs lowering"? Don't go hunting for the job.

On the Dashboard, find "Customer asked for something?". Paste the request exactly as it came in, pick the customer and site, and tap Sort it. It's tidied into a proper crew task, and you choose:

  • Next visit only — pinned to the site's next scheduled visit as a tickable task, with the crew on that visit notified.
  • Every visit from now on — added to the job's task list, so it's on all future visits.

You can edit the task wording before applying, and nothing is written until you tap the button. If the site has no upcoming visit booked, it tells you instead of losing the request.