Sales/Hire Calendar
The Sales/Hire Calendar provides a visual overview of your past and upcoming sales, hire and scheduling activity in a graphical calendar layout.
The calendar can display:
Estimates
Quotes
Reservations
Bookings
Invoices
General Reminders
Maintenance Records
Calendar entries are colour-coded to help distinguish between different transaction types and statuses. Clicking on an entry will display more information and provide quick access to the related transaction or reminder.
Calendar Views
In the top right corner of the Sales/Hire Calendar, you can switch between different calendar views to suit the level of detail you need.
Available views include month, fortnight, week, day and list.
The List view provides a simple chronological view of the transactions and reminders scheduled for the selected period.
Filters
Use the Filters button on the left side of the calendar to refine the information displayed.
The available filters allow you to show or hide different types of sales and hire activity, including Estimates, Quotes, Reservations, Bookings and Invoices, making it easier to focus on the transactions relevant to you.
You can also use the calendar to view General Reminders, providing a convenient way to see important reminders alongside your day-to-day sales and hire activity.
Viewing Calendar Entries
Click any entry on the calendar to view additional details.
For sales and hire transactions, this provides quick access to the associated Estimate, Quote, Reservation, Booking or Invoice. General Reminders can similarly be opened from the calendar to review their details.
The Sales/Hire Calendar is particularly useful for getting a quick overview of upcoming bookings and reservations, identifying busy hire periods, and reviewing sales and hire activity across a selected day, week, fortnight or month.
