Appointment Bookings

Displays 3 progress bars to show how much of your schedule availability was utilized in the past or can be utilized in the time remaining.

  • Blue progress shows % of the total schedule that was booked
  • Red progress shows % of the total schedule that has been lost (no appointments scheduled)
  • White progress shows % that is still available to be filled
  • Current month is the center bar with larger text
  • Previous month is shown on top
  • Upcoming month is shown on bottom
  • The "booked" calculation is simply showing the potential revenue to be collected for scheduled work in that particular month.
  • The "available" calculation is taking an average $/hour over a rolling 90 day window based on work you have completed. So if, for example, you have 400 hours available remaining this month and your average $/hour has been calculated to be $75 from historical data, then you would show $30,000 as your potential available revenue.

Note: Your total "available" time is based off of your business hours. To set your business hours properly go to the schedule and then look for the settings along the top of the schedule (gear icon). Once inside the settings, you'll see the business hours on the first page.Frequently Asked Questions

  1. Does the dashboard remove time blocked by activities? Yes, any activity on the schedule will remove that scheduled time from the total available hours.
  2. Are recurring appointment reminders calculated at all? Not at this time. However, once the reminders are committed to work orders, then they will properly add to the equation.
  3. How can I "hide" a route from being involved in this calculation? In release 6.5.1 we added a "Service Route" toggle in every route setting page. Make sure that is checked off if you wish to remove it from the dashboard calculation.
  4. Is the dashboard taking into account my estimated/scheduled hours or the actual time on site if my technicians are checking in/out of appointments? Dashboard pulls from the actual hours on-site, so if you are utilizing the check in/out feature or are manually updating time logs then you are benefiting from those features. If you are not currently doing those actions, then the dashboard will pull from your scheduled hours.
  5. What happens if there are multiple appointments for the same order? The value for the order is only counted once (and only for Work Orders/Invoices, Estimates are not counted) and each appointment blocks the time as expected as long as it is marked as a "service route" (see question #3).