Schedule

CR Go / Schedule Appointment Statuses in CR Go

The Schedule module appointment statuses are:

  • Start Work: the appointment has not started. Tapping will begin the appointment and the timesheet time will start.
  • Stop Work: appears after work has started and “Start Work” has been tapped. Tapping Stop Work will end the appointment and the timesheet time will end.
  • Work Completed: appears after Stop Work is tapped. The work has been completed and the total appointment length has been added to the timesheet.
  • Appointment Finalized: “Finalize Appointment” is used to collect the client’s signature, edit appointment start and end times, and add notes to the appointment. This is regardless if work was ever started (Start Work) or ended (Stop Work).
  • Appointment Ended: the appointment is in the past, and cannot be started, regardless if there was an appointment completed or not.
  • Not available yet: appointment is in the future and not available to start work.

CR Go / Schedule CR Go’s Schedule Module

The Schedule module in CR Go can be accessed from the main menu, and includes the following information:

  • View appointments booked
  • Access clients’ contact details
  • Start Appointment: “Start Work”
  • End Appointment: “Stop Work”
  • Start GPS navigation

When accessing the Schedule module, users will land on the current date and can swipe up and down to navigate to other dates. 

CR Go / Schedule Finalize Appointments in CR Go

Appointments can be finalized in the “Schedule Details,” or after tapping Stop Work.

When users finalize an appointment, total time worked can be viewed and check in and check out times can be edited for timesheet tracking and conversion. Users can proceed to collect the client’s signature and enter any additional notes.

Once the appointment is finalized, the appointment status will change within the appointment Schedule module, to “Appointment Finalized.”

CR Go / Schedule Schedule Details in CR Go

The Schedule Details contains the client’s appointment information, such as:

  • Client’s name
  • Client’s address and the ability to edit the address
  • Appointment description
  • Appointment date, start and end time
  • Client’s contact phone numbers and the ability to tap to call the client
  • Additional participants
  • Appointment labels and the ability to add more labels

Users can “Finalize Appointment” to collect the client’s signature, cancel the appointment, and access all of a client’s sessions.