Prepare for incoming customers, update incomplete customer profiles, and manage, start, or finish contracts faster with our intuitive one-click-contracting schedule feature, without ever leaving the Command Center.
How to use Schedule:
- View Booked, Pending, Started, Finished contracts. Only contracts scheduled to start / finish today, or those that were started / finished today will appear
- Add Comments. Use the Comment column to add comments. Comments are not stored anywhere other than the comment field on the schedule.
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Use the Action column to take action on each contract. When selecting an action, details will appear on the right side of the screen where you can complete the action. Actions vary based on contract status:
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- Booked = Edit Contract, Edit Customer
- Pending = Send Signature Link, Resend Signature Link, Start Contract
- Started = Finish Contract
- Finished = No action
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Use the kebob icon to take further action:
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- View Customer Profile
- View Contract Details
- View Billing Details
- Send Remote Profile Link
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