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How do I schedule by day rather than by the hour?

What it is for

If your clients don't book a specific time, schedule by day: each technician has their list for the day, in the visiting order you choose.

Before you start

Required role
Manager
Prerequisites
  • Manager role.

Step by step

  1. In Settings, Schedule section, choose By day for the Scheduling mode.

    The scheduling mode
    The scheduling mode

Good to know

An arrival time is still possible but optional. A finalised report keeps its place in the visiting order.

Frequently asked questions

Are my appointments already scheduled by the hour lost?

No. They keep their time; the schedule then offers to convert them or Keep the times.

Where can I see this mode from the schedule?

The “Scheduling mode” line under the schedule title links straight to the setting.

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Need help? Our team answers by email: support@tech-report.fr

Screenshots taken on a phone, in French.