The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Its intuitive drag and drop scheduling allows you to save time and become more efficient helping you focus on what’s most important to…
To delete an appointment from the Scheduler simply click on the appointment which you wish to delete and then in the dialog box that opens click the red <i class=> Delete button, a new dialog box should now open asking you to confirm…
The ‘My Agenda’ view allows you to view all your appointments for a given week. If you’re an engineer or a tutor then it is unlikely that you want to view everyone’s schedule. You’re really only interested in your own,…
The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Of course the Scheduler may be relevant to a certain subset of your team such as your Engineers booking appointments rather than your…
Our Scheduler allows you to record appointments and in real time change their status. So, for example lets say you have an engineer who gets to an appointment he’d change the status on his appointment to ‘Started’ then once he’s…
Our Scheduler is linked to Projects and so you can book appointments against a Project. The great thing is whenever you click through to that Project record you can see at a glance when your next appointment with the customer…
Timesheets are used to record where you’re spending your time. You can record time spent on Projects and Opportunities, this allows you to easily track your effort and use that data for billing clients or payroll Adding a time entry…
RealtimeCRM allows you to sync your tasks and appointments to your Google Calendar, Apple Calendar, Outlook, or any calendar that allows you to subscribe by URL. Once synced there are a few things to note: The initial sync to your…
Standard CRM tools are entirely focused on the outward looking part of the business, towards the customer. This means that features like scheduling of engineers is something best left to an Enterprise Resource Planning (ERP) tool. However, we took the…