Needs attention on the Calendar

Needs attention at the top of the Calendar lists what to sort before upcoming jobs, each with the button that fixes it.

Who can do this? The people who book and assign: Owner, Office and Sales. Installers and estimators don’t see it.

What shows up

Only bookings from today to two weeks ahead count. The most urgent come first.

• Dan can’t do it: an installer told the office they can’t make a booking, with the reason (ill, van broke down, customer not in and so on). Tap Sort it to Give to someone else, pick a New date, Call Dan or Mark sorted.
• No installer: an installation with nobody on it. Tap Assign.
• Not emailed yet, Changed since the email or Email not sent: the customer hasn’t been told, or holds old details. Tap Email.
• Lee is on two jobs at once: an installer is double-booked. Tap Open to change one.
• 3 jobs waiting for an installation date: jobs with the deposit taken or the estimate accepted, and no installation booked. Tap Show, then Book installation next to a job.

Money to sort, such as a failed refund or a disputed payment, also shows here first. Those can’t be dismissed.

See everything, or put one aside

• Three items show at a time. Tap Show all for the full list.
• Tap × to dismiss an item you’ve dealt with another way, for example a customer you told by phone.
• A dismissed item comes back by itself if the booking changes, such as a new date or a different installer.
• To bring one back yourself, open the list, find it under Dismissed and tap Bring back.

When there’s nothing to sort, the panel disappears.