The Swim Team: Maximise your workshop revenue and never double book again

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Introducing Swim's latest feature - the ability to add tasks to non stock items and stock items on the sale and book in the job onto a calendar, straight from the point of sale.What this means is you can assign tasks that people need to complete in order for the job to be done, book that task into the calendar by the person, task and time required, and even colour code the task so you can easily see what type of task it is (eg quote, repair, polish, setting, valuation).

The tasks include rates and time required so you can also check the estimated time against the actual time and ensure that for each job you are making a profit.For each task there is a clock on/off function so the person performing the task can easily record the actual time taken to complete the task.The calendar and scheduling functionality avoids double-booking and maximizes revenue capacity; schedule repairs, services, and builds by staff member, customer, and timeframe.You can also pre-set a task list for regular non stock items. This means your staff will always know what is required to complete a particular job.To learn more see:

How to add tasks and bookings in the calendar

How to pre-set a task list for non stock items

How to record the time taken on a task (clock on/off)

Fields on the sales screen explained

How to create non stock item templates

Learn more about job tracking