Column 1: Shows the order type and order number that each appointment is tied to. Clicking this will navigate you to the order page.Column 2: Shows the account name for each appointment. Clicking this will navigate you to the account page.Column 3: Shows the order total.Frequently Asked Questions:
Why does it total my estimates along with work orders and invoices? This dashboard is not intended to be used for expected daily cash flow. Instead the goal is to give you easy access to a list of your clients that are being serviced today so you can easily make edits as needed and keep up with your technicians workload.
How is this organized? Alphabetically by route. So if you have a route named "Adam" and a route named "Joe," then Adam's appointments will show first in chronological order and then Joe's appointments will follow.
