The Collabox calendar is not a simple tool to compile your appointments. See its multiple uses that meet all your needs for monitoring your business.
Individual and team calendar
The Collabox calendar is first and foremost a tool for managing meetings, appointments and tasks. Add your appointments and see the available time slots of your colleagues or employees. Use the different display functions described in the article “Displaying the contents of the agenda” for a complete or uncluttered visual.
In addition, filter your data for an even more precise customization of your calendar. Follow the guide of “Displaying the agenda for a demonstration. Thus, you can choose to display your tasks only or to add appointments. Also, you can select your individual schedule or add your entire team’s schedule!
Finally, change the look of your calendar with the color families. They allow you to visually know the types of appointments (e.g. team, client, etc.) you have. The procedure for setting up your families can be found in the blog post “Families (categories)”.
Do you need a meeting room or a vehicle for your deliveries? Use the calendar to reserve your resources. Whether it’s equipment, field material, a vehicle or a meeting room, Collabox makes your life easier!
Do you use completion dates and deadlines for your projects? Do you plan to make deliveries soon? The “Production schedule shows your schedule and expected delivery dates without you having to add them yourself. As soon as you create a project, Collabox will remember the start and end date information for you and automatically add them to your calendar.
In addition, the assignment of tasks to your employees is based on the same principle. This makes it easy to see what your team is working on at a glance!
Some industries use the “Gantt Chart as a tool for project follow-up. It is a visual graphic tool that highlights the start and end dates of the project. Thus, at a glance, the manager can see the progress of his projects in real time according to the planned deadlines. He can then identify the tasks to be carried out in order to accomplish his project in the allotted time.
Easily automate appointments and follow-ups of your contacts with the CRM module. The development of your business is easier and you avoid forgetting things that could affect your sales. Also, keep track of your follow-up!
Calendar for garages
Do you have a garage or a mechanical workshop? We have created a perfect tool for you that we call “Mechanical workshop diary” . This calendar allows you to enter appointments and see all the appointments that you and your colleagues have set. The agenda is displayed by day, week or month.
Follow-up schedule of the operations
The operation follow-ups allow you to assign a task related to an intervention in the contact form of the CRM module. This function makes it possible to optimize collaboration between co-workers. In addition, it avoids numerous email exchanges to delegate a task or follow-up to be done with a client.
Find the operation follow-ups in the calendar, whether it is daily, weekly or monthly.
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you. firstname.lastname@example.org (418) 907-9274