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Daily work

Schedule and complete Today’s work

Turn an ordered round into an assigned day and record each outcome.

Short answer

Schedule an active round to a team member and date. Today then follows the saved stop order and lets the assigned worker complete, skip, reschedule or record no access.

Step by step

How to do it

  1. 1

    Open Today and choose Schedule, or use Calendar in the office application.

  2. 2

    Select the round, worker and working date.

  3. 3

    Confirm the ordered list and generate the visits.

  4. 4

    Open each property to review access warnings, services and expected value.

  5. 5

    Choose the correct outcome and confirm any payment or amount left outstanding.

What you should see

Today updates immediately, the outcome is recorded once and recurring services create their own next due visits.

Troubleshooting

If something does not look right

The round does not appear when scheduling

Confirm the round is active and contains at least one property with an active selected service.

A worker cannot see a visit

Confirm the visit was assigned to that signed-in user. Workers can operate only their assigned visits.