SCHEDULING / CALENDARS

  • Track key dates:
    • Lead received, call back reminders, appointments
    • Dates proposed, sold, install dates and much more
  • Prompts for key activities and auto populated in calendar
  • View personal calendar or view all users calendars
  • Integrated calendar system
    • View by day, week, month, timeline, etc.
    • Set appointments & reminders
    • Colour code activities
  • Key dates form basis for many job / staff related reports
  • Task lists with reminders

Business Hours: Monday - Friday 8:00am - 4:30pm EST (Toronto/New York) | Closed on Canadian Holidays