Planning calendar for the special cleaning department

Description:

Integration of a separate calendar into the software, which is used exclusively for the pre-planning of special cleanings. This calendar should enable dispatchers to roughly plan appointments and tasks without having to assign them to an order, work ticket or employee.

• Free planning: Dispatchers should be able to freely enter appointments, tasks and notes in the calendar without restrictions due to existing data (e.g. employee availability, order data).

• Assignment of customer and object: It should be possible to provisionally assign appointments and tasks to a customer and object.

• Serial appointments: The planning of serial appointments (e.g. regular cleanings) should be supported.

• Notes and attachments: It should be possible to add notes and attachments (e.g. documents, images) to each appointment.

• Flexible customization: Appointments and tasks should be able to be moved, edited or deleted at any time.

• Clear presentation: The calendar should offer a clear presentation of all planned appointments and tasks, e.g. different views (daily, weekly, monthly).For example, in different views (daily, weekly, monthly view).

• Distinction from final planning: The pre-planning calendar should be clearly distinguished from the final planning (e.g. in order management).
  

Benefits:

• More flexible planning: Enables more flexible and dynamic planning of special cleanings that can be adapted to constantly changing conditions.

• Improved overview: Provides dispatchers with a central and clear platform for the pre-planning of all special cleanings.

• More efficient communication: The pre-planning calendar can serve as a central communication tool for all parties involved and improve collaboration.

• Reduced planning effort: The ability to provisionally plan appointments and tasks reduces the effort required for final planning.
  

Example:

A scheduler receives a request for a special cleaning in an office building. As the exact date has not yet been set, he enters the date provisionally in the pre-planning calendar, assigns it to the customer and the property and enters the relevant information in the notes. As soon as the appointment is fixed, the scheduler can transfer the appointment to the final schedule and assign it to an employee.

Additional notes:

...