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bobplum

  • Posts: 5602
for those that use aworka...settings
« on: October 13, 2013, 10:42:21 am »
i am trying to work out the best settings to use for monthly customers.

I am finding that jobs are bunching together on certain days and a lot of it has to do with the settings,

In the Planner section:
On "allowed days" i have opted for MON - FRIDAY and in the planner section  were it says "re plan from" i have opted for "last job date".

does anyone do it differently, i have asked Chris and he as provided some info but thought i would ask those that use it out in the field


cheers bob
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Mike #1

  • Posts: 4668
Re: for those that use aworka...settings
« Reply #1 on: October 13, 2013, 11:55:35 am »
I re plan from job date and on allowed days i have Mon-Sat . Mike
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bobplum

  • Posts: 5602
Re: for those that use aworka...settings
« Reply #2 on: October 13, 2013, 12:02:20 pm »
Quote from: M & M Window Cleaning on October 13, 2013, 11:55:35 am
I re plan from job date and on allowed days i have Mon-Sat . Mike

Do you get jobs overlapping
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dave0123

  • Posts: 3553
Re: for those that use aworka...settings
« Reply #3 on: October 13, 2013, 01:03:50 pm »
are you selecting monthly or 4 weekly?
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Dave.

Ian Lancaster

  • Posts: 2811
Re: for those that use aworka...settings
« Reply #4 on: October 13, 2013, 05:38:32 pm »
We allow all days.  If you have to work a weekend for any reason it stops the problems of overlapping and if you don't it doesn't make any difference.

That's provided you plan multiples of a week, not dates in a month.
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bobplum

  • Posts: 5602
Re: for those that use aworka...settings
« Reply #5 on: October 13, 2013, 07:09:01 pm »
Quote from: dave0123 on October 13, 2013, 01:03:50 pm
are you selecting monthly or 4 weekly?

monthly
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bobplum

  • Posts: 5602
Re: for those that use aworka...settings
« Reply #6 on: October 13, 2013, 07:09:41 pm »
Quote from: Ian Lancaster on October 13, 2013, 05:38:32 pm
We allow all days.  If you have to work a weekend for any reason it stops the problems of overlapping and if you don't it doesn't make any difference.

That's provided you plan multiples of a week, not dates in a month.

so would that be a 4 weekly system you work to
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Mike #1

  • Posts: 4668
Re: for those that use aworka...settings
« Reply #7 on: October 14, 2013, 08:01:40 am »
I never get any overlap i schedule my work 4 weekly on the odd rare occassuin i have had it were far to much work has ended up in one day .

But i just shift as needed it all works out never had any issues as such in 19 months . Mike
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bobplum

  • Posts: 5602
Re: for those that use aworka...settings
« Reply #8 on: October 14, 2013, 08:25:51 am »
Quote from: M & M Window Cleaning on October 14, 2013, 08:01:40 am
I never get any overlap i schedule my work 4 weekly on the odd rare occassuin i have had it were far to much work has ended up in one day .

But i just shift as needed it all works out never had any issues as such in 19 months . Mike

chris has advised doing 4 weekly and treating like a monthly schedule so will be returning to this way
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