Sales/Hire Calendar

The Sales Calendar feature is designed to provide users with a visual representation of records on a job-by-job basis, displayed in a chart format. This layout allows for efficient showcasing of a large volume of records, progressing from left to right across the screen.

Users can customize the types of records displayed on the Sales Calendar by utilizing the Filters button. The available record types include:

• Quotes

• General Reminders

• Bookings

• Events

• On Hire

• Returned

• Maintenance

By selecting specific record types through the Filters button, users can tailor the view on the Sales Calendar to focus on relevant information based on their preferences and requirements.

The standard calendar view will also list all jobs including sales in LTH mode that are current for the date period being viewed.

By clicking on the calendar Icon next to the calendar period selector, you can view the calendar in an alternate view which is initially more like traditional monthly calendar (or google style):

the date range view can be set to month, fortnight, week, day or list as desired.

Jobs in the calendar are each listed by type i.e. Invoice/Event/Service/Reminder, then the relevant reference number and finally a description.

Due to the current calendar view setting and the time range of the job, the text may be truncated to fit. Hover over a job to display the related popup for details of the job.
The alternate calendar view also shows LTH sales jobs that are current for the date range but in a separate listing at the bottom of the screen for reference.

NOTE: You cannot see a list of items going out on the Calendar as it shows jobs, not items.

For a listing of jobs related to items use the following screens:

Utilise the Sales Calendar to efficiently manage and track various records related to sales activities, appointments, and maintenance tasks within a visually intuitive interface.