Dynamic Scheduling | Corelentra Books

Interactive Crew Scheduling

Corelentra Books features a drag-and-drop Dynamic Calendar Scheduler built specifically for contracting coordination. Keep sales and field operations perfectly aligned with automated project updates.

Feature Highlights

Weather-Alert Sync: Flag projects as weather-dependent to receive instant rescheduling reminders during rain or snow alerts.
Bi-Directional Google Calendar Sync: Synchronize work order schedules with crew mobile phones automatically.
Tentative Booking: Secure tentative spots for estimates or site visits with auto-reminders to finalize contracts.

Setting Up Crew Calendars

Get your operations running in three simple steps:

1. Add Crew Members

2. Connect Google Calendar

Provide crew Google details under Platform Integration. Calendar schedules will automatically synchronize across all devices.

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Crew Dispatching & GCal Integrations

The scheduling module automates communication between your back-office and remote crews:

Two-way Google Calendar Sync: Synchronize work order schedules with crew mobile phones. Local updates sync to crew calendars, and crew updates push back into Corelentra.
Event Scoping: Differentiate crew schedules based on job types (Installations, Repairs, and Pickup Checks on invoices; Site Visits and Measurements on quotes; CRM Follow-ups on leads).
Automated Email Alerts: Sends client notification emails containing smart iCalendar (.ics) attachments to add events directly to Google or Apple Calendars.

Enhance Bookkeeping & Business Growth Opportunities

Synchronized scheduling enhances your books by aligning crew timesheets directly with scheduled jobs. You can easily compare estimated labor hours against actual installation time, highlighting billing discrepancies and crew inefficiencies. This visibility helps you adjust quote rates for future bids to maximize profitability. Auto-notification workflows save valuable office time by reducing customer call volumes regarding crew arrival times. Streamlining scheduling operations allows your business to coordinate more crews simultaneously, unlocking new geographic regions and accelerating revenue growth.

Comparing Features: Corelentra Books vs. Legacy Map Estimators

Feature Capability	Corelentra Books	Traditional CRM's
All-in-One CRM & Invoicing	Included (Built-in)	Included
Customer Portals	Included (Basic Tier)	Requires Paid Sync Tool
Android IOS Apple Apps	Included (Basic Tier)	Sometimes Provided
Card Payment Portal	Included (requires Square or Stripe Connection) (Basic Tier)	Requires Add-ons
Secure Subcontractor & Vendor Portals	Included (With E-Signing)	Requires 3rd Party App
Secure Customer & Vendor Portals	Included (With E-Signing & Payments)	Requires 3rd Party App
Dynamic Materials Calculator	Included (With Custom Formulas) (Advanced Tier)	Not Available
Timesheets & Payroll Logs		High Monthly Fee Per Employee
Scheduling & Calendar Sync	Included (Advanced Tier)	Requires Paid Sync Tool or Add-Ons
E-Commerce WooCommerce Sync	Included (Premium Tier)	Requires Paid Sync Tool
Map Measuring Tool Admin & Contact Forms	Included (Premium Tier)	Requires Paid Sync Tool Requires Additional outsourced subscription