How we use Horizon at Carson Dunlop - The Scheduler and the Daily Map
Lots of people ask me, “How does Carson Dunlop use Horizon?” The answer is long because we use it many ways, and because we built it to meet our needs. We improve it regularly based on input from our customers, including our people who use Horizon every day.
In the office
Let me start with some of the ways we use Horizon in the office. We use 3 separate Horizon companies to manage our two home inspection businesses and our energy auditing business. Our people who book our appointments have 3 Horizon companies open on their computer all the time.
That may of interest to some, but most of you probably have only one company to worry about. Let’s look at things that way.
Our default screen is the Today view of the scheduler. That’s where see at a glance what openings we have. If we are fully booked today and tomorrow, the default is the day after tomorrow. Some wonder why we don’t use the Week view as the default screen. The reason is simple - we want to book inspections as soon as we can. An opening left unfilled at the end of today can never be recovered. It is lost forever. An opening for the day after tomorrow may be filled tomorrow.
Besides, clients and agents want quick response, and we work hard to fill our schedule to give great customer service. We also use the Daily Map with the Scheduler to see where people are geographically. We like to minimize travel time and with several inspectors in the field, we try to make their lives efficient while taking good care of customers.
Next time we’ll look at booking an inspection.
