AppWT CRM

Topic: Staffing

Availability and travel

See who is free today, enter time off, record travel limits, and see if each person fits a project's dates and travel.

Video, 1 minute 19 seconds · 7 steps

This lesson uses Projects. If Projects is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to read a person's availability
  • Where each date comes from
  • How to enter time off or limits
  • How a project shows if each person's dates and travel fit
  • How to find who is free for a project

Step by step

  1. Step 1: Free today

    Every profile has an Availability and travel box. Today shows if the person is free now, and when they are free next.

    The Availability and travel box on a made-up carpenter's profile, showing Available now until his next project starts.
    Step 1 screen, from the demo account.

  2. Step 2: Where dates come from

    Dates from projects are marked From project schedule. Dates you type are marked Entered by hand, so you always know the source.

    The From project schedule list with a confirmed project, and the Entered by hand list below it.
    Step 2 screen, from the demo account.

  3. Step 3: Add availability

    Click Add availability to enter time off, a future start date, or limits like weekends only. Then click Add.

    The Add availability form with a status, from and to dates, limits and a note.
    Step 3 screen, from the demo account.

  4. Step 4: Schedule and travel

    Schedule and travel shows their shifts, how far they will travel, and if they will work out of state.

    The Schedule and travel details: weekdays, willing to travel, not out of state, and a 90 mile radius.
    Step 4 screen, from the demo account.

  5. Step 5: Keep it fresh

    When nobody has checked in a while, it says Needs reconfirming. After you talk to the person, click Mark as confirmed today.

    The Needs reconfirming badge and the Mark as confirmed today button.
    Step 5 screen, from the demo account.

  6. Step 6: Availability and date fit

    On a project, each person's row shows their Availability. Dates and Travel then say if they fit the project, and why.

    Two made-up people on a kitchen remodel project: one is free for the project dates and willing to travel, the other is already confirmed on another project for those dates.
    Step 6 screen, from the demo account.

  7. Step 7: Find who is free

    On a project, click Find available next to a position. The CRM lists people who are free for those dates and leaves out anyone already booked.

    The Find available list for a project position, with made-up people who are free for the project dates.
    Step 7 screen, from the demo account.

Transcript

In this lesson, you will see who is free and when, and record how far each person will travel.

Every profile has an Availability and travel box. Today shows if the person is free now, and when they are free next.

Dates from projects are marked From project schedule. Dates you type are marked Entered by hand, so you always know the source.

Click Add availability to enter time off, a future start date, or limits like weekends only. Then click Add.

Schedule and travel shows their shifts, how far they will travel, and if they will work out of state.

When nobody has checked in a while, it says Needs reconfirming. After you talk to the person, click Mark as confirmed today.

On a project, each person's row shows their Availability. Dates and Travel then say if they fit the project, and why.

On a project, click Find available next to a position. The CRM lists people who are free for those dates and leaves out anyone already booked.

Next, learn how to use message templates and your task list.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.