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Page History: Scheduling a Make Good

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Page Revision: 2015/01/14 13:06




Scheduling a Make Good.



After you login to Dashboard look for the Make Good icon on the notification area, the author's

example is highlighted.




  • Double click the Make Good notification icon.



The Make Good All Customers will pop up.





We are going to reuse Joe's Roofing for our example.

  • Double click Joe's Roofing.

This screen will appear..

  • Double 4889/1.




This contract screen will appear..




  • Right click any one of these items.




  • Select Check all.

At this point you can trash everything or right click and hit the Reschedule option (though you can not reschedule all them and you will have to do it individually).





  • Enter a date that you want to reschedule these items too.
  • After you clear out this field hit Close.
  • Do the same for the other field.

This will return you back to this screen.





Notice that Joe's Roofing is now off the list. At this point you can check all the boxes and trash what you want or repeat process we just covered for the rest of entries.