How to Manage Schedule and Drafts


When you access the Quote and Sales module, the Schedule page is displayed. This is a timeline of all your scheduled and assigned service quotes and jobs for the current day, as defined by the date at the top of the Schedule. Here, you can view the work scheduled specifically to you (the logged-in simPRO user) for the current day in a chronological order of the scheduled time.

The Assigned to you section displays quotes and jobs that have you as an Assigned Technician and are due on the current day. Additionally, any new quotes or jobs created and submitted in the module on the current day also appear in this section.

To learn how to create new quotes and jobs from the Schedule, see How to Create a Quote or Job.

From the Schedule page, you can view drafts of quotes and jobs and continue processing the Options.