Check simpro for date / cross check with monday.com

Give the customer a date

Schedule in simpro, add notes and at the same time select DONE on monday.com for the customer to get the automated email. Follow up with podium text if required.

Apps to keep open:

• Gmail (rowville)

• My Drive

• Monday.com

• Podium

Check everyone has clocked in and no issues

Review tech tracker email - pass on congrats to 100% target, follow up any no notes

Send a reminder to anyone who hasn't updated/synced via podium template : please update/sync simpro.

Rescheduling of old jobs / scheduling of rework jobs.

Forward scheduling / New Jobs

Ensure Materials are coordinated with Warehouse / Booking Access equipment if required

Check how jobs are going, any reschedules for jobs today

Reporting /making sure all jobs have finish notes, work notes, status updates, material notes.

SOLAR SCHEDULING GOOGLE FILE