Another function of Reedge is the fully integrated tool for task management, which allows careful planning of each task by your coordinators. With the Scheduler feature, you can customize your an assignment's planning, or simply use your company's pre-configured service planning templates!
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Schedule services and related tasks directly from the overview screen. The Reedge Scheduler gives you a direct overview of the tasks that still have to be performed and who is ultimately responsible for this task. For example, it is possible to assign an intake-call task to one colleague and to link the in-home survey to another co-worker. When you are assigned a task, it will be added to your personal to-do list. This enables you to quickly respond to the needs of the process.
A planning overview with all services in your assignment is automatically created when your quotation is accepted. Tasks in your default workflows are also automatically included in your planning, customize these tasks in the Admin Panel.
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