Round Tracker v4 PRO – User Guide
PrioritisingWork
If you have more work due in your schedule than you can possibly do then it is a good idea to prioritise your work.
In the column on the Home page marked Priority you are able to grade your work fromA , B, C, D or E. (A being the best, cream work and E being themost poor work).
When you wish to narrow down a work list to a manageable size, using this grading system can help.
This system of grading your work is also helpful in refining your round.
By referring to the Average Rota Values chart shown above on the Overview page you can see where best to concentrate your efforts in replacing poor work with good work, thus refining your round so that your schedule is full of cream work.
Customer Status
The Customer Status column can also be used to weed out Irregular customers from your work lists if you wish to concentrate your efforts on jobs which you are sure are definitely to do. (Irregular customers are those which often decide to skip the clean upon your arrival. We recommend that you mark these customers as D or E in the priority column.)
The choice of Customer Status is New Customer, Active, Irregular, One Off, On Hold and Inactive.
For the purpose of keeping canvassing records you can also enter View and Quote, Send Written Quote, Follow Up Call and To Chase. (By entering To Do in the Mark/Order column corresponding to the canvassing record status you can then perform a filter for To Do to quickly view a list of things you need to do regarding your canvassing campaigns.
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