Installation Company ERP / CRM


How To Manage your Schedule Settings and Reasons for Deletion

To do this:

  1. In your Business Pilot Dashboard, click on ‘Admin’, ‘Manage Schedule’ and ‘Manage Settings’. Here, you’ll be able to alter any of your weekend settings within the schedule.
  2. You can change the main colouring on your job card based on Product Type or Product Interest by clicking the toggle.
  3. To add any Installer’s holiday, click the ‘Add New’ button on the left.
  4. Enter the details as required and click update.
  5. If any changes are made in the General Settings area, remember to click ‘Update’ at the bottom of the screen.
  6. To add any Reasons for Deletion within your schedule, head back to your ‘Manage Schedule section and select ‘Manage Reasons For Deletion’.
  7. Select ‘+ Add New’ and enter the reason. Select ‘Update’ when you’ve finished.

Thank you for watching our how-to video on How To Manage your Schedule Settings and Reasons for Deletion, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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