Schedule

CR Go / Schedule Viewing Appointments in CR Go

To view your scheduled appointments:

  1. Log in to CR Go
  2. Tap the main menu
  3. Tap Schedule
  4. You will land in the Schedule module and can view all of your scheduled appointments

 

CR Go / Schedule How to Begin an Appointment in CR Go

To begin an appointment and start timesheet:

  1. Log in to CR Go
  2. Tap the main menu
  3. Tap Schedule
  4. Search for the appointment and tap Start Work

Click here to learn how to end an appointment.

CR Go / Schedule How to End an Appointment in CR Go

To end an appointment you must have first started the appointment by tapping Start Work.

To end an appointment and timesheet:

  1. Log in to CR Go
  2. Tap the main menu
  3. Tap Schedule
  4. Search for the appointment and tap Stop Work. The “Finalize Appointment” pop-up will be displayed:
    • Tap Yes to edit appointment length and collect the client’s signature
    • Tap No to complete the appointment

Click here to learn how to start an appointment.

Click here to learn how to finalize appointment.

CR Go / Schedule Finalize Appointments and Collect Client Signatures in CR Go

In CR Go, users can securely collect clients’ signatures and enter notes to finalize appointments.

To finalize an appointment:

  1. In the Schedule module, tap Details in the appointment
    • Or, tap Stop Work and then tap Yes in the “Finalize Appointment” pop-up and skip step 2 below
  2. Swipe down and tap Finalize Appointment on the bottom of the “Schedule Details”
  3. To edit the appointment length, tap the appointment length and edit the Start time and End time, as needed
  4. Tap the  icon on the top right corner
  5. Tap to enter the client’s name
  6. Have the client enter their signature on the screen
  7. To enter notes, tap the  icon on the top right corner
    • Tap to enter notes
    • Tap the  icon on the top right corner
  8. Tap Complete

9. The appointment status will be updated to “Appointment Finalized” in the Schedule  module

CR Go / Schedule How to Start GPS Navigation in CR Go

To start GPS navigation:

  1. Log in to CR Go
  2. Tap the main menu
  3. Tap Schedule
  4. Go to the appointment
  5. Tap the appointment map
  6. Tap Drive