CarpetBossPro Blog — Scheduling & Dispatch

Saved Views on the Carpet Cleaning Dispatch Board

Every carpet cleaning office looks at the schedule the same few ways, over and over. Tomorrow for Van 1. Tomorrow for Van 2. The commercial van tonight. The whole week, to see where there is room. Setting those filters by hand every time is a small chore, but it is a small chore done dozens of times a week.

Saved views turn each of those into one click.

From Paper Sheets to Saved Views

The last guide, Printing Carpet Cleaning Route Sheets for the Van, covered printing a van's day. Saved views are the on-screen version of the same idea: a way to get straight to the part of the board you need.

In CarpetBossPro, the dispatch board shows jobs by day and filters by van. A saved view keeps a filter you use often so you can come back to it without setting it up again.

Views Most Carpet Offices Use

Every company is different, but a few views come up again and again:

• Each van, by itself. The residential van's day, the second van's day, the owner's truck.
• The commercial van. The after-hours route on its own, so evening work never gets mixed into the residential view.
• The full week. Every job across every van, for seeing where there is room before booking.
• Tomorrow. Everything happening tomorrow, for the afternoon routing and printing routine.

Start with two or three. You can always add more as you notice which filters you keep setting by hand.

Saved Views and the Phone Call

Saved views pay off most when a customer is on the phone. They ask for next Tuesday. Click the week view, see which van is on their side of town that day, click that van's view, and look at how full it is. The answer comes in seconds while the customer is still on the line.

Without saved views, the same answer means setting the filters with the customer waiting, which is exactly when mistakes happen.

Saved Views for Split Routes

Saved views make the residential and commercial split easy to live with. When one van runs homes during the day and another runs offices after hours, each has its own view. The person building tomorrow's residential route never sees evening office jobs mixed in, and the commercial route is one click away when it is time to plan that. The split itself was covered in One Van on Homes, One on Offices After Hours: Splitting Residential and Commercial Carpet Routes.

Making the Afternoon Routine Faster

Most offices settle tomorrow's board in the afternoon. With saved views, the routine is short:

• Open the van's view for tomorrow.
• Auto-route, and move any customer who needs a certain time.
• Print the route sheet if the crew uses one.
• Repeat for the next van.

Then the night-before reminders go out on their own, for the order you just set.

Views for Different People

If more than one person works the schedule, saved views help each of them get to their part of the board. The owner might start the day on the full week. The person answering phones might live in the van views. CarpetBossPro has office user roles, so each person has their own login, and the views make the board easy for whoever is looking at it.

Views and the Owner on the Road

Owners who run a van themselves often check the board from a phone between jobs. A saved view is even more useful there, where setting filters on a small screen is fiddly. One tap to tomorrow for the other van, one tap to the full week, and the owner knows whether to promise the caller on the other line a Thursday slot. The fewer taps it takes to answer “do we have room?”, the more likely the answer gets checked before the promise is made, which is how double-booked vans are avoided in the first place.

It also helps the person who fills in for a day. Someone covering the phone while the regular office person is out does not need to learn every filter. Point them at the saved views, and they are looking at the same board everyone else uses.

Busy Season Views

During the holiday rush, the week view gets crowded. A saved view for each van, plus the Waiting List for due customers, keeps the office from losing track of who is booked where. The holiday season is covered in the next guide.

Small Feature, Daily Time Saved

Saved views do not change what is on the board. They change how fast you get to the part you need. For an office that checks each van several times a day, that adds up to a calmer workday. To see how saved views fit with the dispatch board, routing and route sheets, visit the CarpetBossPro carpet cleaning scheduling software page.